2023 Form 5500 filing — Earle M. Jorgensen Hourly Employees 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 20241004145648NAL0005781539001) for Earle M. Jorgensen Hourly Employees Pension Plan, reported by Reliance, Inc. under EIN 65-1269024 and plan number 002. It reports 605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145648NAL0005781539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliance, Inc.
- EIN
- 65-1269024
- Plan number
- 002
- Location
- Scottsdale, AZ
- Participants
- 605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,813,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,813,479
- Employer contributions
- $0
- Total income / additions
- $9,574,027
- Benefits paid
- $2,177,101
- Administrative expenses
- $319,988
- Total expenses
- $2,497,089
- Net increase / (decrease)
- $7,076,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| City National Bank | TRUSTEE | $319,332 | $75,144 |