Stella-Jones Corporation Retirement Plan — Form 5500 plan (Stella-Jones Corporation)
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, Stella-Jones Corporation Retirement Plan is a benefit plan reported by Stella-Jones Corporation under EIN 20-3529371 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,878 participants and $117,271,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stella-Jones Corporation
- EIN
- 20-3529371
- Plan number
- 003
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,878
- End-of-year plan assets
- $117,271,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,878 | H, C | 20241009101931NAL0010520643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,271,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,271,199
- Net assets (BOY)
- $93,291,535
Income & contributions
- Employer contributions
- $5,957,758
- Participant contributions
- $6,867,587
- Total contributions
- $16,695,345
- Total income / additions
- $33,193,118
Expenses & distributions
- Benefits paid
- $8,923,763
- Administrative expenses
- $176,787
- Total expenses
- $9,213,454
- Net increase / (decrease)
- $23,979,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $225,342 | 2023 |
| Adp, Inc. | RECORD KEEPER | $162,262 | $0 | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $14,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stella-Jones Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation