2023 Form 5500 filing — Dow Retirement Group Trust - Tactical Fixed Income
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 20241003161036NAL0010150417001) for Dow Retirement Group Trust - Tactical Fixed Income, reported by The Dow Chemical Company under EIN 38-1285128 and plan number 016. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003161036NAL0010150417001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Dow Chemical Company
- EIN
- 38-1285128
- Plan number
- 016
- Location
- Midland, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,028,661
- Total liabilities (EOY)
- $228,240
- Net assets (EOY)
- $190,800,421
- Total income / additions
- $19,253,535
- Benefits paid
- $0
- Administrative expenses
- $521,379
- Total expenses
- $521,379
- Net increase / (decrease)
- $18,732,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mackay Shields, LLC | NONE KNOWN | $266,998 | not reported in the loaded dataset |
| Ramirez Asset Management, Inc. | NONE KNOWN | $190,837 | not reported in the loaded dataset |
| Pimco | NONE KNOWN | $69,904 | $0 |
| The Northern Trust Company | CUSTODIAN | $9,082 | not reported in the loaded dataset |