2023 Form 5500 filing — Schott North America, Inc. Site Duryea Pension Plan For Union Employees
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 20250331133008NAL0003289795001) for Schott North America, Inc. Site Duryea Pension Plan For Union Employees, reported by Schott North America, Inc. under EIN 13-4085088 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331133008NAL0003289795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schott North America, Inc.
- EIN
- 13-4085088
- Plan number
- 002
- Location
- Rye Brook, NY
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,248,150
- Total liabilities (EOY)
- $22,979
- Net assets (EOY)
- $16,225,171
- Employer contributions
- $415,388
- Total income / additions
- $918,316
- Benefits paid
- $1,519,225
- Administrative expenses
- $101,148
- Total expenses
- $1,620,373
- Net increase / (decrease)
- -$702,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $42,415 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause Llp | NONE | $19,057 | not reported in the loaded dataset |