2023 Form 5500 filing — Anderson-Tully Hourly Employees' 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 20241015114323NAL0028230833001) for Anderson-Tully Hourly Employees' Pension Plan, reported by Anderson-Tully Lumber Company under EIN 62-1720411 and plan number 001. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114323NAL0028230833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson-Tully Lumber Company
- EIN
- 62-1720411
- Plan number
- 001
- Location
- Vicksburg, MS
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,983,878
- Net assets (EOY)
- $14,983,878
- Employer contributions
- $33,000
- Total income / additions
- $1,757,987
- Benefits paid
- $784,667
- Administrative expenses
- $26,518
- Total expenses
- $811,185
- Net increase / (decrease)
- $946,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ftb Advisors | CUSTODIAN | $14,401 | not reported in the loaded dataset |
| Highland Capital Management | INVESTMENT MANAGEMENT | $6,398 | not reported in the loaded dataset |
| First Republic Bank | INVESTMENT MANAGEMENT | $5,719 | not reported in the loaded dataset |