2023 Form 5500 filing — Lone Star Industries, Inc. Union Retirees Supplemental Benefits 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 20241013192502NAL0012593107001) for Lone Star Industries, Inc. Union Retirees Supplemental Benefits Plan, reported by Lone Star Industries, Inc. under EIN 13-0982660 and plan number 550. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,174,908

Participants84

Provider compensation$44.2K3 Schedule C row(s)$44,216

Schedules filedSchedule I, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241013192502NAL0012593107001
Plan sponsor: Lone Star Industries, Inc.
EIN: 13-0982660
Plan number: 550
Location: Bethlehem, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets

Net assets$7.2MLiabilities$335.8K

Money in vs. money out

Total income / additions$421K

Total expenses$239.9K

Benefits paid / distributions$196.1K

Full reported line items

Total assets (EOY): $7,510,713
Total liabilities (EOY): $335,805
Net assets (EOY): $7,174,908
Total income / additions: $420,990
Benefits paid: $196,107
Administrative expenses: $43,771
Total expenses: $239,878
Net increase / (decrease): $181,112

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Highmark, Inc.$25K
CONTRACT ADMINISTRATOR · Direct $25K
2
State Street Global Advisors$12.7K
INVESTMENT MANAGER · Direct $12.5K · Indirect $222
3
State Street Bank & Trust Company$6.4K
TRUSTEE · Direct $6.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013192502NAL0012593107001 cover?: It is the 2023 Form 5500 filing for Lone Star Industries, Inc. Union Retirees Supplemental Benefits Plan, reported by Lone Star Industries, Inc. (EIN 13-0982660).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).