2023 Form 5500 filing — Coats North America 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 20241216093901NAL0002144704001) for Coats North America Pension Plan, reported by Coats American, Inc. under EIN 51-0371432 and plan number 002. It reports 970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216093901NAL0002144704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coats American, Inc.
- EIN
- 51-0371432
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,237,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,237,548
- Total income / additions
- $10,281,638
- Benefits paid
- $6,317,442
- Administrative expenses
- $549,568
- Total expenses
- $6,867,010
- Net increase / (decrease)
- $3,414,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $367,343 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,401 | $0 |
| Principal Bank | CUSTODIAN | $24,346 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | INSURANCE REP/BROKER | $15,108 | not reported in the loaded dataset |
| Greerwalker Llp | ACCOUNTANT | $12,350 | not reported in the loaded dataset |