2023 Form 5500 filing — Tubelite, Inc. Hourly Employees Pension 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 20241009144751NAL0031609328001) for Tubelite, Inc. Hourly Employees Pension Plan, reported by Tubelite, Inc. under EIN 38-3133728 and plan number 006. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144751NAL0031609328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tubelite, Inc.
- EIN
- 38-3133728
- Plan number
- 006
- Location
- Walker, MI
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,947,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,947,431
- Total income / additions
- $233,444
- Benefits paid
- $339,920
- Administrative expenses
- $50,372
- Total expenses
- $390,292
- Net increase / (decrease)
- -$156,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,372 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |