Metal Companies Multi-Employer Pension Plan — Form 5500 plan (Payroll & Insurance Group, Inc.)

Plain-English plan 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, Metal Companies Multi-Employer Pension Plan is a benefit plan reported by Payroll & Insurance Group, Inc. under EIN 01-0606601 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,119 participants and $197,110,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Payroll & Insurance Group, Inc.
EIN
01-0606601
Plan number
002
Plan type
3
Location
Northbrook, IL
Latest filing year
2023
Participants
1,119
End-of-year plan assets
$197,110,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,119H, C20241010084431NAL0039538018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,110,632
Total liabilities (EOY)
$53,507
Net assets (EOY)
$197,057,125
Net assets (BOY)
$185,999,202

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$15,799,760

Expenses & distributions

Benefits paid
$4,615,833
Administrative expenses
$126,004
Total expenses
$4,741,837
Net increase / (decrease)
$11,057,923

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$45,868not reported in the loaded dataset2023
EmpowerNONE`$17,520not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$11,945not reported in the loaded dataset2023

Related Form 5500 pages