Plan5500

The Restated Pension Plan For Hourly-Rated Employees Of Amg Vanadium, Inc. — Form 5500 plan (Amg Vanadium LLC)

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, The Restated Pension Plan For Hourly-Rated Employees Of Amg Vanadium, Inc. is a benefit plan reported by Amg Vanadium LLC under EIN 20-2931565 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $6,249,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amg Vanadium LLC
EIN
20-2931565
Plan number
001
Plan type
2
Location
Cambridge, OH
Latest filing year
2023
Participants
118
End-of-year plan assets
$6,249,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241012105126NAL0046561778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,249,377
Total liabilities (EOY)
$0
Net assets (EOY)
$6,249,377
Net assets (BOY)
$6,211,193

Income & contributions

Total contributions
$0
Total income / additions
$517,776

Expenses & distributions

Benefits paid
$373,440
Administrative expenses
$106,152
Total expenses
$479,592
Net increase / (decrease)
$38,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,007$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$6,2712023
Principal Global Investors, LLCINVESTMENT ADVISORY$5,849not reported in the loaded dataset2023

Related Form 5500 pages