Nebraska Boiler Union Pension Plan — Form 5500 plan (The Cleaver-Brooks 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, Nebraska Boiler Union Pension Plan is a benefit plan reported by The Cleaver-Brooks Company, Inc. under EIN 87-2266456 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $12,961,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cleaver-Brooks Company, Inc.
EIN
87-2266456
Plan number
002
Plan type
2
Location
Thomasville, GA
Latest filing year
2023
Participants
193
End-of-year plan assets
$12,961,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20250814151349NAL0009699361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,961,519
Total liabilities (EOY)
$0
Net assets (EOY)
$12,961,519
Net assets (BOY)
$10,466,776

Income & contributions

Employer contributions
$1,014,118
Total contributions
$1,014,118
Total income / additions
$3,202,585

Expenses & distributions

Benefits paid
$541,875
Administrative expenses
$165,967
Total expenses
$707,842
Net increase / (decrease)
$2,494,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,831$02023

Related Form 5500 pages