2023 Form 5500 filing — Enersys Hourly Employees' 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 20250114114011NAL0032564448001) for Enersys Hourly Employees' Pension Plan, reported by Enersys Delaware Inc. under EIN 95-2388156 and plan number 004. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114114011NAL0032564448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enersys Delaware Inc.
- EIN
- 95-2388156
- Plan number
- 004
- Location
- Reading, PA
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,435,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,435,920
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,106,083
- Benefits paid
- $469,052
- Administrative expenses
- $92,316
- Total expenses
- $561,368
- Net increase / (decrease)
- $544,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $52,160 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $32,575 | not reported in the loaded dataset |
| Principal | NONE | $10,781 | not reported in the loaded dataset |