Plan5500

Schurz Communications, Inc. Retirement Plan — Form 5500 plan (Schurz Communications, Inc.)

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, Schurz Communications, Inc. Retirement Plan is a benefit plan reported by Schurz Communications, Inc. under EIN 35-0670960 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $62,304,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schurz Communications, Inc.
EIN
35-0670960
Plan number
001
Plan type
2
Location
Mishawaka, IN
Latest filing year
2023
Participants
733
End-of-year plan assets
$62,304,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023733H, C20241015090007NAL0027887729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,304,524
Total liabilities (EOY)
$0
Net assets (EOY)
$62,304,524
Net assets (BOY)
$62,169,111

Income & contributions

Total contributions
$0
Total income / additions
$6,975,191

Expenses & distributions

Benefits paid
$6,049,431
Administrative expenses
$790,347
Total expenses
$6,839,778
Net increase / (decrease)
$135,413

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keybank National AssociationTRUSTEE$104,441$952023
Fidelity Institutional Asset MgmtINVESTMENT ADVISOR$58,893not reported in the loaded dataset2023
Pricewaterhousecoopers LlpACTUARY$32,960not reported in the loaded dataset2023
Usi Consulting Group IncACCOUNTING$28,775not reported in the loaded dataset2023
BluefinACCOUNTING$9,000$02023

Related Form 5500 pages