Lozier Corporation Pension Plan For Scottsboro Production Employees And Trust — Form 5500 plan (Lozier Corporation)

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, Lozier Corporation Pension Plan For Scottsboro Production Employees And Trust is a benefit plan reported by Lozier Corporation under EIN 47-0463247 and plan number 003. The latest loaded filing year is 2023. The filing reports 350 participants and $17,110,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lozier Corporation
EIN
47-0463247
Plan number
003
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
350
End-of-year plan assets
$17,110,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241011150112NAL0012650531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,110,145
Total liabilities (EOY)
$0
Net assets (EOY)
$17,110,145
Net assets (BOY)
$16,320,313

Income & contributions

Total contributions
$0
Total income / additions
$1,617,314

Expenses & distributions

Benefits paid
$763,860
Administrative expenses
$63,622
Total expenses
$827,482
Net increase / (decrease)
$789,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Trust CompanyNONE$60,080$02023

Related Form 5500 pages