2023 Form 5500 filing — Duf6 Pension Plan For Grandfathered Employees
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 20241015104033NAL0055619042001) for Duf6 Pension Plan For Grandfathered Employees, reported by Mid-America Conversion Services, LLC under EIN 30-0881363 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104033NAL0055619042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-America Conversion Services, LLC
- EIN
- 30-0881363
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,510,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,510,178
- Employer contributions
- $1,029,000
- Participant contributions
- $0
- Total income / additions
- $3,915,258
- Benefits paid
- $1,487,603
- Administrative expenses
- $300,987
- Total expenses
- $1,788,590
- Net increase / (decrease)
- $2,126,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Us LLC | ACTUARY | $158,867 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $126,774 | $0 |