2023 Form 5500 filing — Whx Pension Plan Trust
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 20241008130602NAL0009680291001) for Whx Pension Plan Trust, reported by Handy & Harman Ltd. under EIN 13-7086350 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130602NAL0009680291001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Handy & Harman Ltd.
- EIN
- 13-7086350
- Plan number
- 001
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $330,704,068
- Total liabilities (EOY)
- $6,303,468
- Net assets (EOY)
- $324,400,600
- Total income / additions
- $56,243,376
- Benefits paid
- $0
- Administrative expenses
- $1,053,727
- Total expenses
- $1,053,727
- Net increase / (decrease)
- $55,189,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eagle Capital Management, LLC | NONE | $445,732 | $0 |
| Northern Trust Company | TRUSTEE | $253,342 | not reported in the loaded dataset |
| Gamco Asset Management | NONE | $120,830 | not reported in the loaded dataset |
| Neuberger Berman Inv. Advisers, LLC | NONE | $118,179 | $0 |
| Bares Capital Management, Inc. | NONE | $98,662 | $0 |