John Maneely Company Pension Plan — Form 5500 plan (Wheatland Tube, 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, John Maneely Company Pension Plan is a benefit plan reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 011. The latest loaded filing year is 2023. The filing reports 972 participants and $148,370,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheatland Tube, LLC
- EIN
- 23-1327437
- Plan number
- 011
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 972
- End-of-year plan assets
- $148,370,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 972 | H, C | 20241213112251NAL0028147650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,370,261
- Total liabilities (EOY)
- $891,508
- Net assets (EOY)
- $147,478,753
- Net assets (BOY)
- $153,566,972
Income & contributions
- Employer contributions
- $5,500,000
- Total contributions
- $5,500,000
- Total income / additions
- $19,368,632
Expenses & distributions
- Benefits paid
- $24,376,139
- Administrative expenses
- $1,080,712
- Total expenses
- $25,456,851
- Net increase / (decrease)
- -$6,088,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $276,058 | not reported in the loaded dataset | 2023 |
| Income Research And Management | INVESTMENT MANAGER | $224,591 | not reported in the loaded dataset | 2023 |
| Hamilton & Company | INVESTMENT CONSULTING | $127,960 | not reported in the loaded dataset | 2023 |
| Edgewood Management LLC | INVESTMENT MANAGER | $116,906 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management Corp | INVESTMENT MANAGER | $89,632 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler Lp | INVESTMENT MANAGER | $70,565 | $0 | 2023 |
| Bmo Harris Bank Na | BANK | $27,098 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wheatland Tube, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer — Schedule C compensation
- Income Research And Management — Schedule C compensation
- Hamilton & Company — Schedule C compensation
- Edgewood Management LLC — Schedule C compensation
- Johnston Asset Management Corp — Schedule C compensation
- Cooke & Bieler Lp — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation