2023 Form 5500 filing — The Combined Defined Benefit Plan For Nacco Industries, Inc. And Its Subsidiaries
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 20241015103727NAL0028084417001) for The Combined Defined Benefit Plan For Nacco Industries, Inc. And Its Subsidiaries, reported by Nacco Natural Resources Corporation under EIN 34-1554846 and plan number 005. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103727NAL0028084417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nacco Natural Resources Corporation
- EIN
- 34-1554846
- Plan number
- 005
- Location
- Plano, TX
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,127,715
- Total liabilities (EOY)
- $246,500
- Net assets (EOY)
- $29,881,215
- Total income / additions
- $2,793,305
- Benefits paid
- $6,808,634
- Administrative expenses
- $586,567
- Total expenses
- $7,395,201
- Net increase / (decrease)
- -$4,601,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $421,201 | not reported in the loaded dataset |
| Crowe Llp | NONE | $31,773 | not reported in the loaded dataset |
| Vanguard Group, Inc. | NONE | $27,318 | $0 |