2023 Form 5500 filing — Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2
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 20241002155601NAL0005000467001) for Cae Usa Inc Savings Investment & Employee Benefit Plan Number 2, reported by Cae Usa Inc under EIN 51-0311065 and plan number 007. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$105.4MReported net assets$105,357,620
Participants951
Provider compensation$104.5K2 Schedule C row(s)$104,526
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002155601NAL0005000467001
- Plan sponsor
- Cae Usa Inc
- EIN
- 51-0311065
- Plan number
- 007
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$105.4M total assets
Net assets$105.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $105,357,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,357,620
- Employer contributions
- $3,479,796
- Participant contributions
- $8,205,002
- Total income / additions
- $27,653,908
- Benefits paid
- $8,547,343
- Administrative expenses
- $121,544
- Total expenses
- $8,681,209
- Net increase / (decrease)
- $18,972,699
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | RECORDKEEPER | $67,921 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | INVESTMENT ADVISORY | $36,605 | not reported in the loaded dataset |