Enersys Cleveland Employees' Pension Plan — Form 5500 plan (Enersys Delaware 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, Enersys Cleveland Employees' Pension Plan is a benefit plan reported by Enersys Delaware Inc. under EIN 95-2388156 and plan number 003. The latest loaded filing year is 2023. The filing reports 128 participants and $4,943,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enersys Delaware Inc.
EIN
95-2388156
Plan number
003
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
128
End-of-year plan assets
$4,943,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250114114412NAL0019976465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,943,124
Total liabilities (EOY)
$0
Net assets (EOY)
$4,943,124
Net assets (BOY)
$4,511,723

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$728,964

Expenses & distributions

Benefits paid
$249,074
Administrative expenses
$48,489
Total expenses
$297,563
Net increase / (decrease)
$431,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchNONE$34,336not reported in the loaded dataset2023
Conrad SiegelNONE$16,675not reported in the loaded dataset2023
PrincipalNONE$7,098not reported in the loaded dataset2023

Related Form 5500 pages