Pg Publishing Company Merged Union Pension Plan — Form 5500 plan (Pg Publishing Company)
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, Pg Publishing Company Merged Union Pension Plan is a benefit plan reported by Pg Publishing Company under EIN 94-0692700 and plan number 009. The latest loaded filing year is 2023. The filing reports 673 participants and $53,664,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pg Publishing Company
- EIN
- 94-0692700
- Plan number
- 009
- Plan type
- 2
- Location
- Clinton, PA
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $53,664,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241015093143NAL0029142193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,664,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,664,551
- Net assets (BOY)
- $51,859,614
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $7,364,859
Expenses & distributions
- Benefits paid
- $4,862,898
- Administrative expenses
- $697,024
- Total expenses
- $5,559,922
- Net increase / (decrease)
- $1,804,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Xpyria Investment Advisors, Inc. | NONE | $133,900 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc | NONE | $29,649 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | NONE | $15,571 | not reported in the loaded dataset | 2023 |
| Case Sabatini & Co. | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $13,535 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pg Publishing Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Clinton, PA
- Xpyria Investment Advisors, Inc. — Schedule C compensation
- Cowden Associates, Inc — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Case Sabatini & Co. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation