2023 Form 5500 filing — The Scott Fetzer Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920130427NAL0007855441001) for The Scott Fetzer Pension Plan, reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 098. It reports 1,970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920130427NAL0007855441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Scott Fetzer Company
- EIN
- 47-0691256
- Plan number
- 098
- Location
- Westlake, OH
- Participants
- 1,970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,347,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,347,119
- Total income / additions
- $12,364,104
- Benefits paid
- $7,534,827
- Administrative expenses
- $679,870
- Total expenses
- $8,214,697
- Net increase / (decrease)
- $4,149,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $243,251 | not reported in the loaded dataset |
| Keybank National Association | TRUSTEE | $62,035 | $0 |
| Squire Patton Boggs | NONE | $19,931 | not reported in the loaded dataset |
| D'Amico Wawrin & Co | NONE | $13,875 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $7,360 | not reported in the loaded dataset |