2023 Form 5500 filing — Libbey Supplemental Retirement 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 20241009091154NAL0010464115001) for Libbey Supplemental Retirement Plan, reported by Libbey Glass LLC under EIN 22-2784107 and plan number 002. It reports 936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.1MReported net assets$38,122,713
Participants936
Provider compensation$79.4K3 Schedule C row(s)$79,428
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009091154NAL0010464115001
Plan sponsor
Libbey Glass LLC
EIN
22-2784107
Plan number
002
Location
Toledo, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$38.1M total assets
Net assets$38.1MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$5M
Benefits paid / distributions$4.8M
Contributions
Employer$540.5K
Participant$1.6M
Full reported line items
Total assets (EOY)
$38,122,713
Total liabilities (EOY)
$0
Net assets (EOY)
$38,122,713
Employer contributions
$540,454
Participant contributions
$1,560,588
Total income / additions
$8,471,606
Benefits paid
$4,845,750
Administrative expenses
$79,428
Total expenses
$4,963,007
Net increase / (decrease)
$3,508,599

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Advisory Group, LLCINVESTMENT MGMT$52,625not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$23,903$0
Clearstead Advisors LLCINVESTMENT ADVISOR$2,900not reported in the loaded dataset

Related Form 5500 pages