Plan5500

The Scott Fetzer Pension Plan — Form 5500 plan (The Scott Fetzer 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, The Scott Fetzer Pension Plan is a benefit plan reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 098. The latest loaded filing year is 2023. The filing reports 1,970 participants and $78,347,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Scott Fetzer Company
EIN
47-0691256
Plan number
098
Plan type
2
Location
Westlake, OH
Latest filing year
2023
Participants
1,970
End-of-year plan assets
$78,347,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,970H, C20240920130427NAL0007855441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,347,119
Total liabilities (EOY)
$0
Net assets (EOY)
$78,347,119
Net assets (BOY)
$74,197,712

Income & contributions

Total contributions
$0
Total income / additions
$12,364,104

Expenses & distributions

Benefits paid
$7,534,827
Administrative expenses
$679,870
Total expenses
$8,214,697
Net increase / (decrease)
$4,149,407

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$243,251not reported in the loaded dataset2023
Keybank National AssociationTRUSTEE$62,035$02023
Squire Patton BoggsNONE$19,931not reported in the loaded dataset2023
D'Amico Wawrin & CoNONE$13,875not reported in the loaded dataset2023
Pension Benefit Information, LLCNONE$7,360not reported in the loaded dataset2023

Related Form 5500 pages