2023 Form 5500 filing — Delaval Inc. 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 20240927142747NAL0001121027001) for Delaval Inc. Retirement Savings Plan, reported by Delaval Inc. under EIN 22-2734539 and plan number 001. It reports 556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927142747NAL0001121027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delaval Inc.
- EIN
- 22-2734539
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,838,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,838,210
- Employer contributions
- $1,965,831
- Participant contributions
- $2,714,853
- Total income / additions
- $16,331,043
- Benefits paid
- $6,944,089
- Administrative expenses
- $111,929
- Total expenses
- $7,114,364
- Net increase / (decrease)
- $9,216,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc | CONSULTANT | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $42,694 | $0 |
| Rubin Brown | ACCOUNTANT/AUDITOR | $11,100 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,184 | not reported in the loaded dataset |