2023 Form 5500 filing — Pension Plan For Hourly Rate Employees Of The Davis-Standard Plant And The Sterling Plant Of Davis-Standard, LLC
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 20241011141432NAL0012580211001) for Pension Plan For Hourly Rate Employees Of The Davis-Standard Plant And The Sterling Plant Of Davis-Standard, LLC, reported by Davis-Standard, LLC under EIN 20-2653604 and plan number 037. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141432NAL0012580211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis-Standard, LLC
- EIN
- 20-2653604
- Plan number
- 037
- Location
- Pawcatuck, CT
- Participants
- 373
- 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
- Total income / additions
- $592,576
- Benefits paid
- $12,915,058
- Administrative expenses
- $78,841
- Total expenses
- $12,993,899
- Net increase / (decrease)
- -$12,401,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust | TRUSTEE | $24,791 | $0 |
| The Angell Pension Group, Inc. | NONE | $7,269 | not reported in the loaded dataset |
| Cambridge Inv Research Inc | INVESTMENT ADVISOR | $1,500 | not reported in the loaded dataset |