Plan5500

National Lime & Stone Company Hourly Employees' Retirement Plan And Trust — Form 5500 plan (National Lime & Stone 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, National Lime & Stone Company Hourly Employees' Retirement Plan And Trust is a benefit plan reported by National Lime & Stone Company under EIN 34-4312430 and plan number 002. The latest loaded filing year is 2023. The filing reports 413 participants and $41,796,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Lime & Stone Company
EIN
34-4312430
Plan number
002
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
413
End-of-year plan assets
$41,796,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20250915105114NAL0000647763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,796,054
Total liabilities (EOY)
$0
Net assets (EOY)
$41,796,054
Net assets (BOY)
$35,589,753

Income & contributions

Total contributions
$0
Total income / additions
$8,232,888

Expenses & distributions

Benefits paid
$1,847,365
Administrative expenses
$179,222
Total expenses
$2,026,587
Net increase / (decrease)
$6,206,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Williams Jones & Associates LLCNONE$113,130not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$30,041not reported in the loaded dataset2023
Us Bank National AssociationNONE$19,852not reported in the loaded dataset2023
William Vaughan CompanyNONE$16,200not reported in the loaded dataset2023

Related Form 5500 pages