Plan5500

Esco Corporation Pension Plan — Form 5500 plan (Esco Group LLC)

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, Esco Corporation Pension Plan is a benefit plan reported by Esco Group LLC under EIN 83-0707182 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,389 participants and $121,546,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Esco Group LLC
EIN
83-0707182
Plan number
002
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
1,389
End-of-year plan assets
$121,546,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,389H, C20241015171128NAL0016943811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,546,245
Total liabilities (EOY)
$128,006
Net assets (EOY)
$121,418,239
Net assets (BOY)
$120,183,432

Income & contributions

Employer contributions
$1,000,000
Total contributions
$1,000,000
Total income / additions
$10,944,194

Expenses & distributions

Benefits paid
$8,662,986
Administrative expenses
$1,046,401
Total expenses
$9,709,387
Net increase / (decrease)
$1,234,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyNONE$342,530$02023
Mercer Hr Services, LLCNONE$142,527not reported in the loaded dataset2023
MercerNONE$111,300not reported in the loaded dataset2023
Principal BankNONE$49,527not reported in the loaded dataset2023
Moss AdamsNONE$21,525not reported in the loaded dataset2023

Related Form 5500 pages