2023 Form 5500 filing — Oneal Steel Consolidated Pension Plan For Salaried, Hourly And Union Employees
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 20241008104947NAL0008275251001) for Oneal Steel Consolidated Pension Plan For Salaried, Hourly And Union Employees, reported by O'Neal Steel, LLC. under EIN 63-0196990 and plan number 005. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104947NAL0008275251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Neal Steel, LLC.
- EIN
- 63-0196990
- Plan number
- 005
- Location
- Birmingham, AL
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $5,600,000
- Total income / additions
- $5,786,398
- Benefits paid
- $66,051,416
- Administrative expenses
- $342,221
- Total expenses
- $66,393,637
- Net increase / (decrease)
- -$60,607,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $155,431 | $0 |
| Slc Management | INVESTMENT ADVISORY | $118,090 | not reported in the loaded dataset |
| Capfinancial Partners | INVESTMENT ADVISORY | $50,970 | not reported in the loaded dataset |
| Bmss | ACCOUNTANT | $17,730 | not reported in the loaded dataset |