2023 Form 5500 filing — Uswa Drummond Company Pension Agreement
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 20250411140904NAL0026261009001) for Uswa Drummond Company Pension Agreement, reported by Drummond Company, Inc. under EIN 63-0653224 and plan number 002. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411140904NAL0026261009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drummond Company, Inc.
- EIN
- 63-0653224
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,933,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,933,055
- Total income / additions
- $7,812,303
- Benefits paid
- $1,889,332
- Administrative expenses
- $219,462
- Total expenses
- $2,108,794
- Net increase / (decrease)
- $5,703,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stonegate Investment Group | not reported in the loaded dataset | $75,286 | not reported in the loaded dataset |
| Zeiglar Capital Management | not reported in the loaded dataset | $69,389 | not reported in the loaded dataset |
| Blackrock Investment Management | not reported in the loaded dataset | $33,727 | not reported in the loaded dataset |
| First State Trust Company | not reported in the loaded dataset | $28,004 | not reported in the loaded dataset |
| Madison Investment Advisors | not reported in the loaded dataset | $13,056 | not reported in the loaded dataset |