Plan5500

Coats North America Pension Plan — Form 5500 plan (Coats American, 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, Coats North America Pension Plan is a benefit plan reported by Coats American, Inc. under EIN 51-0371432 and plan number 002. The latest loaded filing year is 2023. The filing reports 970 participants and $101,237,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coats American, Inc.
EIN
51-0371432
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
970
End-of-year plan assets
$101,237,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023970H, C20241216093901NAL0002144704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,237,548
Total liabilities (EOY)
$0
Net assets (EOY)
$101,237,548
Net assets (BOY)
$97,822,920

Income & contributions

Total contributions
$0
Total income / additions
$10,281,638

Expenses & distributions

Benefits paid
$6,317,442
Administrative expenses
$549,568
Total expenses
$6,867,010
Net increase / (decrease)
$3,414,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerACTUARY$367,343not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,401$02023
Principal BankCUSTODIAN$24,346not reported in the loaded dataset2023
John Hancock Life Insurance CompanyINSURANCE REP/BROKER$15,108not reported in the loaded dataset2023
Greerwalker LlpACCOUNTANT$12,350not reported in the loaded dataset2023

Related Form 5500 pages