2023 Form 5500 filing — Aar Corp. Retirement Trust
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 20241004065306NAL0019057792001) for Aar Corp. Retirement Trust, reported by Aar Corp. under EIN 36-2334820 and plan number 003. 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
- 20241004065306NAL0019057792001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Aar Corp.
- EIN
- 36-2334820
- Plan number
- 003
- Location
- Wood Dale, IL
- 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)
- $4,353,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,353,272
- Total income / additions
- $1,306,529
- Benefits paid
- $0
- Administrative expenses
- $248,483
- Total expenses
- $248,483
- Net increase / (decrease)
- $1,058,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware, Inc. | ACTUARY | $322,638 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $110,461 | not reported in the loaded dataset |
| Mercer | NONE | $95,643 | not reported in the loaded dataset |
| Northern Trust Company | TRUST COMPANY | $87,985 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $30,417 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $11,101 | not reported in the loaded dataset |