Uswa Drummond Company Pension Agreement — Form 5500 plan (Drummond Company, 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, Uswa Drummond Company Pension Agreement is a benefit plan reported by Drummond Company, Inc. under EIN 63-0653224 and plan number 002. The latest loaded filing year is 2023. The filing reports 640 participants and $48,933,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drummond Company, Inc.
- EIN
- 63-0653224
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $48,933,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20250411140904NAL0026261009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,933,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,933,055
- Net assets (BOY)
- $43,229,546
Income & contributions
- Total contributions
- $0
- Total income / additions
- $7,812,303
Expenses & distributions
- Benefits paid
- $1,889,332
- Administrative expenses
- $219,462
- Total expenses
- $2,108,794
- Net increase / (decrease)
- $5,703,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stonegate Investment Group | not reported in the loaded dataset | $75,286 | not reported in the loaded dataset | 2023 |
| Zeiglar Capital Management | not reported in the loaded dataset | $69,389 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management | not reported in the loaded dataset | $33,727 | not reported in the loaded dataset | 2023 |
| First State Trust Company | not reported in the loaded dataset | $28,004 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | not reported in the loaded dataset | $13,056 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drummond Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Stonegate Investment Group — Schedule C compensation
- Zeiglar Capital Management — Schedule C compensation
- Blackrock Investment Management — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation