2023 Form 5500 filing — Cmg Hourly 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 20240930171450NAL0003431075001) for Cmg Hourly Pension Plan, reported by Legacy Vulcan LLC under EIN 20-8579133 and plan number 020. It reports 2,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930171450NAL0003431075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Vulcan LLC
- EIN
- 20-8579133
- Plan number
- 020
- Location
- Vestavia Hills, AL
- Participants
- 2,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,308,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,308,851
- Employer contributions
- $2,006,000
- Total income / additions
- $13,553,834
- Benefits paid
- $4,516,306
- Administrative expenses
- $1,887,752
- Total expenses
- $6,404,058
- Net increase / (decrease)
- $7,149,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARY | $347,194 | not reported in the loaded dataset |
| Pacific Investment Management Compa | INVESTMENT MANAGER | $258,720 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $79,936 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $58,726 | not reported in the loaded dataset |
| Newport Group Securities, Inc | CONSULTING | $18,012 | not reported in the loaded dataset |