2023 Form 5500 filing — Siu Rivers Pension Trust
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 20241004100120NAL0005604131004) for Siu Rivers Pension Trust, reported by Siu Rivers Pension Trust C/O Zenith American Solutions under EIN 43-6164058 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100120NAL0005604131004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Siu Rivers Pension Trust C/O Zenith American Solutions
- EIN
- 43-6164058
- Plan number
- 001
- Location
- Earth City, MO
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,207,023
- Total liabilities (EOY)
- $42,160
- Net assets (EOY)
- $64,164,863
- Total income / additions
- $7,105,724
- Benefits paid
- $1,057,525
- Administrative expenses
- $667,029
- Total expenses
- $1,724,554
- Net increase / (decrease)
- $5,381,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldstein And Price, L.C. | not reported in the loaded dataset | $97,502 | not reported in the loaded dataset |
| M. J. Mintz, P.C. | not reported in the loaded dataset | $92,936 | not reported in the loaded dataset |
| Zenith American Solutions | not reported in the loaded dataset | $62,465 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $60,868 | not reported in the loaded dataset |
| Prudential Insurance Company | not reported in the loaded dataset | $53,818 | $0 |
| Quan-Vest Consultants | not reported in the loaded dataset | $45,354 | not reported in the loaded dataset |
| Prudential Trust Company | not reported in the loaded dataset | $36,015 | $0 |
| Loomis, Sayles & Co | not reported in the loaded dataset | $34,425 | not reported in the loaded dataset |
| Buchbinder Tunick & Co, Llp | not reported in the loaded dataset | $20,294 | not reported in the loaded dataset |
| Western Asset Management Company | not reported in the loaded dataset | $8,152 | not reported in the loaded dataset |