Leupold & Stevens Employees' Pension Plan — Form 5500 plan (Leupold & Stevens Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leupold & Stevens Employees' Pension Plan is a benefit plan reported by Leupold & Stevens Inc. under EIN 93-0372974 and plan number 001. The latest loaded filing year is 2023. The filing reports 954 participants and $47,830,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leupold & Stevens Inc.
- EIN
- 93-0372974
- Plan number
- 001
- Plan type
- 2
- Location
- Beaverton, OR
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $47,830,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20241014120603NAL0014890195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,830,284
- Total liabilities (EOY)
- $71,578
- Net assets (EOY)
- $47,758,706
- Net assets (BOY)
- $59,051,281
Income & contributions
- Employer contributions
- $3,872,990
- Total contributions
- $3,872,990
- Total income / additions
- $8,111,915
Expenses & distributions
- Benefits paid
- $18,527,990
- Administrative expenses
- $876,500
- Total expenses
- $19,404,490
- Net increase / (decrease)
- -$11,292,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $443,862 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $122,369 | $0 | 2023 |
| Bank Of America | NONE | $34,831 | not reported in the loaded dataset | 2023 |