2023 Form 5500 filing — Stevens & Lee 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 20241008074122NAL0029314000001) for Stevens & Lee Savings Plan, reported by Stevens & Lee under EIN 23-1886296 and plan number 002. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008074122NAL0029314000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens & Lee
- EIN
- 23-1886296
- Plan number
- 002
- Location
- Reading, PA
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,281,860
- Total liabilities (EOY)
- $6,763
- Net assets (EOY)
- $254,275,097
- Employer contributions
- $8,498,121
- Participant contributions
- $3,510,869
- Total income / additions
- $44,912,383
- Benefits paid
- $9,932,279
- Administrative expenses
- $1,148,974
- Total expenses
- $11,081,253
- Net increase / (decrease)
- $33,831,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $1,010,042 | $0 |
| Bank Of America | NONE | $80,633 | not reported in the loaded dataset |
| Conrad Siegel Actuaries | NONE | $58,299 | not reported in the loaded dataset |
| Delaware Company | NONE | $0 | $0 |
| Chiron Investment Management, LLC | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Bny Mellon Fund Advisors | NONE | $0 | $0 |
| Alliancebernstein Lp | NONE | $0 | $0 |
| Capital Research And Company | NONE | $0 | $0 |
| Legg Mason Partners Fund Advisor, L | NONE | $0 | $0 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 |
| Congress Asset Co | NONE | $0 | $0 |
| Fuller & Thaler Asset Management, I | NONE | $0 | $0 |
| Invesco Advisers, Inc. | NONE | $0 | $0 |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Transamerica Asset Inc | NONE | $0 | $0 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 |
| Pacific Investment Company LLC | NONE | $0 | $0 |
| Partners Group (Usa) Inc | NONE | $0 | $0 |
| Renaissance Technologies LLC | NONE | $0 | $0 |
| Ironwood Capital Management | NONE | $0 | $0 |
| Lasalle Investment Management, Inc. | NONE | $0 | $0 |