Ulbrich Stainless Steels & Special Metals, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Ulbrich Stainless Steels & Special Metals, Inc (EIN 06-0706390) is a plan sponsor located in North Haven, CT with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 06-0706390
- Location
- North Haven, CT
- Loaded plans
- 6
- Total reported participants
- 3,547
- Total reported plan assets (EOY)
- $120,786,848
- Plans with financial data
- 1
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ulbrich Plus Savings And Retirement Plan | 004 | 715 | $120,786,848 | 2023 |
| Ulbrich Stainless Steels & Special Metals, Inc. Gli Plan | 507 | 595 | not reported in the loaded dataset | 2023 |
| Ulbrich Stainless Steels & Special Metals, Inc Ltd Plan | 503 | 587 | not reported in the loaded dataset | 2023 |
| Ulbrich Stainless Steels & Special Metals, Inc Dental Plan | 508 | 575 | not reported in the loaded dataset | 2023 |
| Ulbrich Stainless Steels & Special Metals, Inc Medical Plan | 504 | 541 | not reported in the loaded dataset | 2023 |
| Ulbrich Stainless Steels & Special Metals, Inc Fringe Benefit Plan 125 Plan | 505 | 534 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ulbrich Stainless Steels & Special Metals, Inc Medical Plan | 541 | C | 20240522080828NAL0007045362001 |
| 2023 | Ulbrich Stainless Steels & Special Metals, Inc Dental Plan | 575 | C | 20240522080921NAL0007048018001 |
| 2023 | Ulbrich Stainless Steels & Special Metals, Inc Fringe Benefit Plan 125 Plan | 534 | — | 20240522080933NAL0001670819001 |
| 2023 | Ulbrich Plus Savings And Retirement Plan | 715 | H, C | 20241014075444NAL0025679937001 |
| 2023 | Ulbrich Stainless Steels & Special Metals, Inc. Gli Plan | 595 | — | 20250602074549NAL0006629523001 |
| 2023 | Ulbrich Stainless Steels & Special Metals, Inc Ltd Plan | 587 | — | 20250923080827NAL0014296834001 |