Shawcor 401(K) Plan — Form 5500 plan (Shawcor)

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, Shawcor 401(K) Plan is a benefit plan reported by Shawcor under EIN 98-0101376 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,530 participants and $65,782,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shawcor
EIN
98-0101376
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,530
End-of-year plan assets
$65,782,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,530H, C20241002191614NAL0005128499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,782,465
Total liabilities (EOY)
$0
Net assets (EOY)
$65,782,465
Net assets (BOY)
$81,111,180

Income & contributions

Employer contributions
$2,279,191
Participant contributions
$2,971,292
Total contributions
$5,484,679
Total income / additions
$16,521,771

Expenses & distributions

Benefits paid
$7,929,238
Administrative expenses
$245,974
Total expenses
$8,175,212
Net increase / (decrease)
$8,346,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$245,974not reported in the loaded dataset2023
Charles Schwab BankNONE$25,600not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages