2023 Form 5500 filing — National Lime & Stone Company Hourly Employees' Retirement Plan And 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 20250915105114NAL0000647763001) for National Lime & Stone Company Hourly Employees' Retirement Plan And Trust, reported by National Lime & Stone Company under EIN 34-4312430 and plan number 002. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915105114NAL0000647763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Lime & Stone Company
- EIN
- 34-4312430
- Plan number
- 002
- Location
- Findlay, OH
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,796,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,796,054
- Total income / additions
- $8,232,888
- Benefits paid
- $1,847,365
- Administrative expenses
- $179,222
- Total expenses
- $2,026,587
- Net increase / (decrease)
- $6,206,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Williams Jones & Associates LLC | NONE | $113,130 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $30,041 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $19,852 | not reported in the loaded dataset |
| William Vaughan Company | NONE | $16,200 | not reported in the loaded dataset |