2023 Form 5500 filing — Berwind Corporation Employees' Retirement 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 20240904144847NAL0020338465001) for Berwind Corporation Employees' Retirement Plan, reported by Berwind Corporation under EIN 23-0406815 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904144847NAL0020338465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berwind Corporation
- EIN
- 23-0406815
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,629,597
- Total liabilities (EOY)
- $5,397
- Net assets (EOY)
- $99,624,200
- Employer contributions
- $3,000,000
- Total income / additions
- $13,487,028
- Benefits paid
- $3,659,595
- Administrative expenses
- $470,060
- Total expenses
- $4,129,655
- Net increase / (decrease)
- $9,357,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $173,213 | not reported in the loaded dataset |
| Bank Of America | NONE | $162,701 | $0 |
| Columbia Mgt Inv Srvc. Corp | NONE | $86,773 | not reported in the loaded dataset |
| Principal Midcap | NONE | $12,776 | not reported in the loaded dataset |
| Mfs Investment | NONE | $7,326 | not reported in the loaded dataset |
| Loomis Sayles Funds | NONE | $6,549 | not reported in the loaded dataset |
| Fuller & Thaler Asset Mgmt, Inc. | NONE | $5,617 | not reported in the loaded dataset |
| Granite Small Cap Growth | NONE | $5,217 | not reported in the loaded dataset |