2023 Form 5500 filing — The Restated Pension Plan For Hourly-Rated Employees Of Amg Vanadium, Inc.
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 20241012105126NAL0046561778001) for The Restated Pension Plan For Hourly-Rated Employees Of Amg Vanadium, Inc., reported by Amg Vanadium LLC under EIN 20-2931565 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012105126NAL0046561778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amg Vanadium LLC
- EIN
- 20-2931565
- Plan number
- 001
- Location
- Cambridge, OH
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,249,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,249,377
- Total income / additions
- $517,776
- Benefits paid
- $373,440
- Administrative expenses
- $106,152
- Total expenses
- $479,592
- Net increase / (decrease)
- $38,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,007 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $6,271 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,849 | not reported in the loaded dataset |