2023 Form 5500 filing — Clarios Retirement Savings And Investment 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 20240918181403NAL0001864227001) for Clarios Retirement Savings And Investment Plan, reported by Clarios, LLC under EIN 39-1684871 and plan number 001. It reports 5,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918181403NAL0001864227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarios, LLC
- EIN
- 39-1684871
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 5,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,588,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $277,588,191
- Employer contributions
- $17,614,586
- Participant contributions
- $20,884,606
- Total income / additions
- $77,134,433
- Benefits paid
- $29,715,707
- Administrative expenses
- $585,605
- Total expenses
- $30,337,631
- Net increase / (decrease)
- $46,796,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $302,530 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $163,624 | not reported in the loaded dataset |
| Aon Hewitt Investment | CONSULTANT | $75,374 | not reported in the loaded dataset |
| Wipfli | ACCOUNTANT/AUDITOR | $31,000 | not reported in the loaded dataset |
| Foley & Lardner Llp | ATTORNEY/LEGAL | $13,077 | not reported in the loaded dataset |