2023 Form 5500 filing — Bradford White Corporation Uaw Retirement Income 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 20241001151524NAL0003405667001) for Bradford White Corporation Uaw Retirement Income Plan, reported by Bradford White Corporation under EIN 23-2384646 and plan number 003. It reports 1,171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001151524NAL0003405667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradford White Corporation
- EIN
- 23-2384646
- Plan number
- 003
- Location
- Ambler, PA
- Participants
- 1,171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,273,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,273,400
- Employer contributions
- $1,800,000
- Total income / additions
- $11,678,294
- Benefits paid
- $2,994,772
- Administrative expenses
- $298,015
- Total expenses
- $3,292,787
- Net increase / (decrease)
- $8,385,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank | TRUSTEE | $185,083 | $0 |
| Fayez Sarofim And Co | NONE | $24,752 | not reported in the loaded dataset |
| Polen Capital Management, LLC | NONE | $21,834 | not reported in the loaded dataset |
| Madison Investment Advisors, LLC | NONE | $19,916 | not reported in the loaded dataset |
| Gannett Welsh And Kotler | NONE | $15,081 | not reported in the loaded dataset |
| Delaware Capital Mngmnt Adviser Inc | NONE | $14,465 | not reported in the loaded dataset |
| Harding Loevner | NONE | $9,930 | not reported in the loaded dataset |
| Neuberger And Berman | NONE | $6,763 | not reported in the loaded dataset |