Pitcairn Retirement Plan — Form 5500 plan (Pitcairn Company)
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, Pitcairn Retirement Plan is a benefit plan reported by Pitcairn Company under EIN 23-1209830 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $37,347,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pitcairn Company
- EIN
- 23-1209830
- Plan number
- 002
- Plan type
- 2
- Location
- Jenkintown, PA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $37,347,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241011093345NAL0012331491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,347,510
- Total liabilities (EOY)
- $31,346
- Net assets (EOY)
- $37,316,164
- Net assets (BOY)
- $36,047,967
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,425,266
Expenses & distributions
- Benefits paid
- $2,905,404
- Administrative expenses
- $251,665
- Total expenses
- $3,157,069
- Net increase / (decrease)
- $1,268,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tvv Capital | NONE | $0 | $90,825 | 2023 |
| Income Research & Management | NONE | $0 | $58,644 | 2023 |
| Apex Group Ltd | NONE | $0 | $52,185 | 2023 |
| Milliman | NONE | $51,096 | not reported in the loaded dataset | 2023 |
| Partners Group Private Equity LLC | NONE | $0 | $30,179 | 2023 |
| Alpine Associates Management Inc. | NONE | $0 | $25,750 | 2023 |
| Kreischer Miller | NONE | $19,353 | not reported in the loaded dataset | 2023 |
| Harding Loevner Funds, Inc. | NONE | $0 | $17,392 | 2023 |
| Pear Tree Funds | NONE | $0 | $12,105 | 2023 |
| Coho Partners, Ltd. | NONE | $0 | $11,652 | 2023 |
| O'Shaughnessy Asset Management | NONE | $0 | $11,464 | 2023 |
| Brown Advisory | NONE | $0 | $10,719 | 2023 |
| Lazard Asset Management, LLC | NONE | $0 | $7,854 | 2023 |
| Commongood Capital, LLC | NONE | $0 | $7,697 | 2023 |
| Mcnally Capital | NONE | $0 | $6,889 | 2023 |
| Jo Hambro Capital Management | NONE | $0 | $5,197 | 2023 |
| Sands Capital Management | NONE | $0 | $5,174 | 2023 |
| Ben Franklin Technology Partners | NONE | $0 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pitcairn Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Jenkintown, PA
- Tvv Capital — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Apex Group Ltd — Schedule C compensation
- Milliman — Schedule C compensation
- Partners Group Private Equity LLC — Schedule C compensation
- Alpine Associates Management Inc. — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Harding Loevner Funds, Inc. — Schedule C compensation
- Pear Tree Funds — Schedule C compensation
- Coho Partners, Ltd. — Schedule C compensation
- O'Shaughnessy Asset Management — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- Commongood Capital, LLC — Schedule C compensation
- Mcnally Capital — Schedule C compensation
- Jo Hambro Capital Management — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Ben Franklin Technology Partners — Schedule C compensation