2023 Form 5500 filing — Tempel 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 20241007081159NAL0025727408001) for Tempel Employees Pension Plan, reported by Tempel Steel Company, LLC under EIN 20-2122127 and plan number 001. It reports 1,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081159NAL0025727408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tempel Steel Company, LLC
- EIN
- 20-2122127
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,062,652
- Net assets (EOY)
- $56,062,652
- Employer contributions
- $1,437,157
- Total income / additions
- $7,073,407
- Benefits paid
- $5,459,126
- Administrative expenses
- $254,685
- Total expenses
- $5,713,811
- Net increase / (decrease)
- $1,359,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $73,495 | not reported in the loaded dataset |
| Columbia Mgmt Investment | NONE | $68,005 | not reported in the loaded dataset |
| Empower Retirement, LLC | NONE | $36,750 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $29,187 | $0 |
| Income Research & Management | NONE | $28,148 | not reported in the loaded dataset |
| Meaden And Moore | NONE | $19,000 | not reported in the loaded dataset |
| Third Point LLC | NONE | $0 | $17,935 |