2023 Form 5500 filing — Whitehall Company Ltd. Pension Trust
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 20241115154127NAL0000607475001) for Whitehall Company Ltd. Pension Trust, reported by Morris Holdings LLC under EIN 01-0627727 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115154127NAL0000607475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morris Holdings LLC
- EIN
- 01-0627727
- Plan number
- 001
- Location
- Mansfield, MA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,261,096
- Total liabilities (EOY)
- $7,604
- Net assets (EOY)
- $11,253,492
- Total income / additions
- $845,807
- Benefits paid
- $1,215,632
- Administrative expenses
- $68,082
- Total expenses
- $1,283,714
- Net increase / (decrease)
- -$437,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Brothers Harriman | NONE | $65,804 | $0 |