Stewart Employee Benefit Trust Plan — Form 5500 plan (Stewart Employee Benefit Trust)
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, Stewart Employee Benefit Trust Plan is a benefit plan reported by Stewart Employee Benefit Trust under EIN 23-2149974 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,290 participants and $2,876,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Employee Benefit Trust
- EIN
- 23-2149974
- Plan number
- 501
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 1,290
- End-of-year plan assets
- $2,876,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,290 | H, C | 20241014124714NAL0013300547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,876,108
- Total liabilities (EOY)
- $2,130,683
- Net assets (EOY)
- $745,425
- Net assets (BOY)
- $974,343
Income & contributions
- Employer contributions
- $11,854,571
- Participant contributions
- $5,379,867
- Total contributions
- $17,234,438
- Total income / additions
- $17,234,438
Expenses & distributions
- Benefits paid
- $17,257,885
- Administrative expenses
- $205,471
- Total expenses
- $17,463,356
- Net increase / (decrease)
- -$228,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Inc. | CLAIMS ADMINISTRATOR | $615,550 | not reported in the loaded dataset | 2023 |
| York Building Products Co., Inc. | PLAN ADMINISTRATOR | $103,104 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan, LLC | ADMINISTRATOR | $60,185 | not reported in the loaded dataset | 2023 |
| Rkl Llp | PLAN AUDITOR | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Employee Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Highmark Inc. — Schedule C compensation
- York Building Products Co., Inc. — Schedule C compensation
- Marsh & Mclennan, LLC — Schedule C compensation
- Rkl Llp — Schedule C compensation