2023 Form 5500 filing — Pension Plan For Employees Of Chase Corporation
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 20241014074430NAL0014608355001) for Pension Plan For Employees Of Chase Corporation, reported by Chase Corporation under EIN 11-1797126 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074430NAL0014608355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chase Corporation
- EIN
- 11-1797126
- Plan number
- 001
- Location
- Westwood, MA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,049,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,049,225
- Employer contributions
- $330,000
- Total income / additions
- $1,267,640
- Benefits paid
- $55,162
- Administrative expenses
- $16,056
- Total expenses
- $71,218
- Net increase / (decrease)
- $1,196,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $8,768 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $7,288 | not reported in the loaded dataset |