Peabody Investments Corp. And Affiliates Welfare Benefit Plan For Non-Represented Retirees — Form 5500 plan (Peabody Investments Corp.)

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, Peabody Investments Corp. And Affiliates Welfare Benefit Plan For Non-Represented Retirees is a benefit plan reported by Peabody Investments Corp. under EIN 20-0480084 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,710 participants and $14,346,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peabody Investments Corp.
EIN
20-0480084
Plan number
503
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
1,710
End-of-year plan assets
$14,346,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,710H, C20241015162941NAL0030345089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,346,237
Total liabilities (EOY)
$22,931
Net assets (EOY)
$14,323,306
Net assets (BOY)
$17,347,123

Income & contributions

Employer contributions
$405,983
Participant contributions
$560,543
Total contributions
$966,526
Total income / additions
$2,560,008

Expenses & distributions

Benefits paid
$5,387,326
Administrative expenses
$193,392
Total expenses
$5,583,825
Net increase / (decrease)
-$3,023,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commerce BankNONE$38,364not reported in the loaded dataset2023
Paylocity CorporationNONE$33,613not reported in the loaded dataset2023
Uhy LlpNONE$24,924not reported in the loaded dataset2023

Related Form 5500 pages