2023 Form 5500 filing — Metso Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903104303NAL0018456161001) for Metso Retirement Savings Plan, reported by Metso Usa Inc. under EIN 88-0298664 and plan number 024. It reports 1,547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903104303NAL0018456161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metso Usa Inc.
- EIN
- 88-0298664
- Plan number
- 024
- Location
- Brookfield, WI
- Participants
- 1,547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $263,019,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $263,019,414
- Employer contributions
- $4,450,595
- Participant contributions
- $9,176,951
- Total income / additions
- $54,385,325
- Benefits paid
- $17,143,925
- Administrative expenses
- $233,078
- Total expenses
- $17,377,003
- Net increase / (decrease)
- $37,008,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $160,226 | $15,459 |
| Edelman Financial Engines, LLC | INV ADV, PARTICIPANTS | $75,732 | not reported in the loaded dataset |