2023 Form 5500 filing — Ziegler Companies Retirement Savings 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 20241007100809NAL0015913041001) for Ziegler Companies Retirement Savings Plan, reported by Ziegler Companies under EIN 34-0636150 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100809NAL0015913041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ziegler Companies
- EIN
- 34-0636150
- Plan number
- 001
- Location
- Massillon, OH
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,954,557
- Total liabilities (EOY)
- $83,715
- Net assets (EOY)
- $6,870,842
- Employer contributions
- $37,465
- Participant contributions
- $355,097
- Total income / additions
- $1,371,017
- Benefits paid
- $784,993
- Administrative expenses
- $7,901
- Total expenses
- $914,239
- Net increase / (decrease)
- $456,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Financial Group | OTHER FEES | $0 | $16,453 |
| Trinity Pension Consultants Inc | OTHER SERVICES | $0 | $3,279 |
| Maloney Novotny | OTHER FEES | $2,359 | not reported in the loaded dataset |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $851 | $1,074 |