Firstgroup America, Inc. Pension Plan — Form 5500 plan (Firstgroup America, 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, Firstgroup America, Inc. Pension Plan is a benefit plan reported by Firstgroup America, Inc. under EIN 52-2205403 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,333 participants and $97,207,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstgroup America, Inc.
- EIN
- 52-2205403
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,333
- End-of-year plan assets
- $97,207,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,333 | H, C | 20241015150515NAL0028871505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,207,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,207,041
- Net assets (BOY)
- $79,533,097
Income & contributions
- Employer contributions
- $21,426,695
- Total contributions
- $21,426,695
- Total income / additions
- $27,260,775
Expenses & distributions
- Benefits paid
- $7,749,292
- Administrative expenses
- $1,837,539
- Total expenses
- $9,586,831
- Net increase / (decrease)
- $17,673,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slc Capital Management (U.S.) LLC | NONE | $104,629 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $103,611 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $96,196 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc | NONE | $93,588 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $35,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstgroup America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Slc Capital Management (U.S.) LLC — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Consulting, Inc — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation