2023 Form 5500 filing — The Laitram Employees' Incentive Savings 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 20241015104504NAL0014424563001) for The Laitram Employees' Incentive Savings Plan, reported by Laitram LLC under EIN 76-0719479 and plan number 002. It reports 3,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104504NAL0014424563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laitram LLC
- EIN
- 76-0719479
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 3,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $516,014,495
- Total liabilities (EOY)
- $87
- Net assets (EOY)
- $516,014,408
- Employer contributions
- $18,843,361
- Participant contributions
- $21,382,882
- Total income / additions
- $133,352,693
- Benefits paid
- $24,516,021
- Administrative expenses
- $139,355
- Total expenses
- $24,655,376
- Net increase / (decrease)
- $108,697,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $101,119 | not reported in the loaded dataset |
| Ubs Financial Service, Inc. | ADVISOR | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,563 | not reported in the loaded dataset |