2023 Form 5500 filing — Day And Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known As Retirement Plan For Bargaining Employees At Iaap)
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 20241012100009NAL0023360417004) for Day And Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known As Retirement Plan For Bargaining Employees At Iaap), reported by American Ordnance, LLC C/O Iowa Army Ammunition Plant under EIN 62-1735307 and plan number 004. It reports 828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012100009NAL0023360417004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Ordnance, LLC C/O Iowa Army Ammunition Plant
- EIN
- 62-1735307
- Plan number
- 004
- Location
- Philadelphia, PA
- Participants
- 828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,392,199
- Total liabilities (EOY)
- $58,216
- Net assets (EOY)
- $94,333,983
- Total income / additions
- $5,317,130
- Benefits paid
- $3,045,817
- Administrative expenses
- $298,396
- Total expenses
- $3,344,213
- Net increase / (decrease)
- $1,972,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | SERVICE PROVIDER | $109,048 | not reported in the loaded dataset |
| Captrust | SERVICE PROVIDER | $66,764 | not reported in the loaded dataset |
| Segal | ACTUARY | $38,000 | not reported in the loaded dataset |
| Fischer Cunnane & Associates, Ltd | AUDITOR | $11,975 | not reported in the loaded dataset |