2023 Form 5500 filing — Caldwell Manufacturing Company 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 20241011093813NAL0012333747001) for Caldwell Manufacturing Company Pension Plan, reported by Caldwell Manufacturing Company under EIN 80-0517021 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093813NAL0012333747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Manufacturing Company
- EIN
- 80-0517021
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,504
- Employer contributions
- $410,000
- Total income / additions
- $671,219
- Benefits paid
- $6,009,036
- Administrative expenses
- $32,219
- Total expenses
- $6,041,255
- Net increase / (decrease)
- -$5,370,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alesco Advisors | NONE | $14,531 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $13,550 | not reported in the loaded dataset |