Employees Pension Plan For Sharon Tube Company — 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, Employees Pension Plan For Sharon Tube Company is a benefit plan reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 013. The latest loaded filing year is 2023. The filing reports 451 participants and $81,495,435 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
- 013
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $81,495,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241015090605NAL0016028483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,495,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,495,435
- Net assets (BOY)
- $85,396,487
Income & contributions
- Employer contributions
- $9,000,000
- Total contributions
- $9,000,000
- Total income / additions
- $16,621,961
Expenses & distributions
- Benefits paid
- $19,864,243
- Administrative expenses
- $658,770
- Total expenses
- $20,523,013
- Net increase / (decrease)
- -$3,901,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $181,094 | not reported in the loaded dataset | 2023 |
| Highland Consulting | INVESTMENT CONSULTING | $62,462 | not reported in the loaded dataset | 2023 |
| Prudential Us Long Duration Corp Bd | INVESTMENT MANAGER | $34,798 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | BANK | $25,268 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management,LLC | INVESTMENT MANAGER | $17,800 | 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
- Highland Consulting — Schedule C compensation
- Prudential Us Long Duration Corp Bd — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Acadian Asset Management,LLC — Schedule C compensation