Enersys Hourly 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 Hourly Employees' Pension Plan is a benefit plan reported by Enersys Delaware Inc. under EIN 95-2388156 and plan number 004. The latest loaded filing year is 2023. The filing reports 510 participants and $7,435,920 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
- 004
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $7,435,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20250114114011NAL0032564448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,435,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,435,920
- Net assets (BOY)
- $6,891,205
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,106,083
Expenses & distributions
- Benefits paid
- $469,052
- Administrative expenses
- $92,316
- Total expenses
- $561,368
- Net increase / (decrease)
- $544,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $52,160 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $32,575 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $10,781 | not reported in the loaded dataset | 2023 |