The Scott Fetzer Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, The Scott Fetzer Company (EIN 47-0691256) is a plan sponsor located in Westlake, OH with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 47-0691256
- Location
- Westlake, OH
- Loaded plans
- 7
- Total reported participants
- 7,248
- Total reported plan assets (EOY)
- $257,994,947
- Plans with financial data
- 4
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Scott Fetzer Retirement Savings Plan | 096 | 1,513 | $84,570,879 | 2023 |
| The Scott Fetzer Company Collective Investment Trust | 015 | not reported in the loaded dataset | $83,052,031 | 2023 |
| The Scott Fetzer Pension Plan | 098 | 1,970 | $78,347,119 | 2023 |
| The Scott Fetzer Hourly Employee 401(K) Plan | 115 | 1,281 | $12,024,918 | 2023 |
| Employee Benefit Plan For The Scott Fetzer Company | 550 | 1,571 | not reported in the loaded dataset | 2023 |
| Business Travel Accident | 518 | 726 | not reported in the loaded dataset | 2023 |
| The Scott Fetzer Company Group Health Care Plan | 605 | 187 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Employee Benefit Plan For The Scott Fetzer Company | 1,571 | — | 20240611083915NAL0027501041001 |
| 2023 | The Scott Fetzer Company Group Health Care Plan | 187 | — | 20240611084330NAL0049014000001 |
| 2023 | Business Travel Accident | 726 | — | 20240703132054NAL0004498755001 |
| 2023 | The Scott Fetzer Pension Plan | 1,970 | H, C | 20240920130427NAL0007855441001 |
| 2023 | The Scott Fetzer Company Collective Investment Trust | not reported in the loaded dataset | H | 20240920130606NAL0002967027001 |
| 2023 | The Scott Fetzer Hourly Employee 401(K) Plan | 1,281 | H, C | 20241010103223NAL0020826721001 |
| 2023 | The Scott Fetzer Retirement Savings Plan | 1,513 | H, C | 20241010103742NAL0011379427001 |