2023 Form 5500 filing — Esco Corporation 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 20241015171128NAL0016943811001) for Esco Corporation Pension Plan, reported by Esco Group LLC under EIN 83-0707182 and plan number 002. It reports 1,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171128NAL0016943811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Esco Group LLC
- EIN
- 83-0707182
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 1,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,546,245
- Total liabilities (EOY)
- $128,006
- Net assets (EOY)
- $121,418,239
- Employer contributions
- $1,000,000
- Total income / additions
- $10,944,194
- Benefits paid
- $8,662,986
- Administrative expenses
- $1,046,401
- Total expenses
- $9,709,387
- Net increase / (decrease)
- $1,234,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $342,530 | $0 |
| Mercer Hr Services, LLC | NONE | $142,527 | not reported in the loaded dataset |
| Mercer | NONE | $111,300 | not reported in the loaded dataset |
| Principal Bank | NONE | $49,527 | not reported in the loaded dataset |
| Moss Adams | NONE | $21,525 | not reported in the loaded dataset |