2023 Form 5500 filing — Lozier Corporation Pension Plan For Scottsboro Production Employees And 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 20241011150112NAL0012650531001) for Lozier Corporation Pension Plan For Scottsboro Production Employees And Trust, reported by Lozier Corporation under EIN 47-0463247 and plan number 003. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150112NAL0012650531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lozier Corporation
- EIN
- 47-0463247
- Plan number
- 003
- Location
- Omaha, NE
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,110,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,110,145
- Total income / additions
- $1,617,314
- Benefits paid
- $763,860
- Administrative expenses
- $63,622
- Total expenses
- $827,482
- Net increase / (decrease)
- $789,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Trust Company | NONE | $60,080 | $0 |