2023 Form 5500 filing — Pg Publishing Company Merged Union Pension 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 20241015093143NAL0029142193001) for Pg Publishing Company Merged Union Pension Plan, reported by Pg Publishing Company under EIN 94-0692700 and plan number 009. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093143NAL0029142193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pg Publishing Company
- EIN
- 94-0692700
- Plan number
- 009
- Location
- Clinton, PA
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,664,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,664,551
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $7,364,859
- Benefits paid
- $4,862,898
- Administrative expenses
- $697,024
- Total expenses
- $5,559,922
- Net increase / (decrease)
- $1,804,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Xpyria Investment Advisors, Inc. | NONE | $133,900 | not reported in the loaded dataset |
| Cowden Associates, Inc | NONE | $29,649 | not reported in the loaded dataset |
| Cozen O'Connor | NONE | $15,571 | not reported in the loaded dataset |
| Case Sabatini & Co. | NONE | $14,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $13,535 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |