2023 Form 5500 filing — The Arxada Consolidated 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 20241015141926NAL0029945777001) for The Arxada Consolidated Pension Plan, reported by Arxada, LLC under EIN 13-5665861 and plan number 003. It reports 2,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141926NAL0029945777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arxada, LLC
- EIN
- 13-5665861
- Plan number
- 003
- Location
- Morristown, NJ
- Participants
- 2,446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,272,946
- Total liabilities (EOY)
- $450,412
- Net assets (EOY)
- $394,822,534
- Total income / additions
- $35,747,609
- Benefits paid
- $32,774,578
- Administrative expenses
- $3,290,265
- Total expenses
- $36,064,843
- Net increase / (decrease)
- -$317,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Capital Management | NONE | $493,964 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $417,305 | not reported in the loaded dataset |
| Fiduciary Investment Advisors | NONE | $187,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $118,200 | $0 |
| Granahan Investment Management, Inc | NONE | $59,126 | $0 |
| Shapiro Capital Management LLC | NONE | $50,826 | $0 |
| Wiss & Company, Llp | NONE | $50,000 | not reported in the loaded dataset |
| Ogletree Deakins | NONE | $27,522 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $5,064 | not reported in the loaded dataset |