Plan5500

Day And Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known As Retirement Plan For Bargaining Employees At Iaap) — Form 5500 plan (American Ordnance, LLC C/O Iowa Army Ammunition Plant)

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, Day And Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known As Retirement Plan For Bargaining Employees At Iaap) is a benefit plan reported by American Ordnance, LLC C/O Iowa Army Ammunition Plant under EIN 62-1735307 and plan number 004. The latest loaded filing year is 2023. The filing reports 828 participants and $94,392,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Ordnance, LLC C/O Iowa Army Ammunition Plant
EIN
62-1735307
Plan number
004
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
828
End-of-year plan assets
$94,392,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023828H, C20241012100009NAL0023360417004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,392,199
Total liabilities (EOY)
$58,216
Net assets (EOY)
$94,333,983
Net assets (BOY)
$47,914,309

Income & contributions

Total income / additions
$5,317,130

Expenses & distributions

Benefits paid
$3,045,817
Administrative expenses
$298,396
Total expenses
$3,344,213
Net increase / (decrease)
$1,972,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalSERVICE PROVIDER$109,048not reported in the loaded dataset2023
CaptrustSERVICE PROVIDER$66,764not reported in the loaded dataset2023
SegalACTUARY$38,000not reported in the loaded dataset2023
Fischer Cunnane & Associates, LtdAUDITOR$11,975not reported in the loaded dataset2023

Related Form 5500 pages