Plan5500

Tubelite, Inc. Hourly Employees Pension Plan — Form 5500 plan (Tubelite, 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, Tubelite, Inc. Hourly Employees Pension Plan is a benefit plan reported by Tubelite, Inc. under EIN 38-3133728 and plan number 006. The latest loaded filing year is 2023. The filing reports 158 participants and $3,947,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tubelite, Inc.
EIN
38-3133728
Plan number
006
Plan type
2
Location
Walker, MI
Latest filing year
2023
Participants
158
End-of-year plan assets
$3,947,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241009144751NAL0031609328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,947,431
Total liabilities (EOY)
$0
Net assets (EOY)
$3,947,431
Net assets (BOY)
$4,104,279

Income & contributions

Total contributions
$0
Total income / additions
$233,444

Expenses & distributions

Benefits paid
$339,920
Administrative expenses
$50,372
Total expenses
$390,292
Net increase / (decrease)
-$156,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,372$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$5,000not reported in the loaded dataset2023

Related Form 5500 pages