2023 Form 5500 filing — Firstgroup America, Inc. 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 20241015150515NAL0028871505001) for Firstgroup America, Inc. Pension Plan, reported by Firstgroup America, Inc. under EIN 52-2205403 and plan number 001. It reports 2,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150515NAL0028871505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstgroup America, Inc.
- EIN
- 52-2205403
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 2,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,207,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,207,041
- Employer contributions
- $21,426,695
- Total income / additions
- $27,260,775
- Benefits paid
- $7,749,292
- Administrative expenses
- $1,837,539
- Total expenses
- $9,586,831
- Net increase / (decrease)
- $17,673,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Capital Management (U.S.) LLC | NONE | $104,629 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $103,611 | $0 |
| Willis Towers Watson Us LLC | NONE | $96,196 | not reported in the loaded dataset |
| Aon Consulting, Inc | NONE | $93,588 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $35,905 | not reported in the loaded dataset |