2023 Form 5500 filing — Libbey 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 20241009090819NAL0010459555001) for Libbey Retirement Savings Plan, reported by Libbey Glass LLC under EIN 22-2784107 and plan number 001. It reports 720 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)$98.5MReported net assets$98,451,339
Participants720
Provider compensation$143.8K3 Schedule C row(s)$143,820
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009090819NAL0010459555001
Plan sponsor
Libbey Glass LLC
EIN
22-2784107
Plan number
001
Location
Toledo, OH
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)$98.5M total assets
Net assets$98.5MLiabilities$0
Money in vs. money out
Total income / additions$22.2M
Total expenses$14.3M
Benefits paid / distributions$14.1M
Contributions
Employer$2.3M
Participant$3.8M
Full reported line items
Total assets (EOY)
$98,451,339
Total liabilities (EOY)
$0
Net assets (EOY)
$98,451,339
Employer contributions
$2,294,270
Participant contributions
$3,808,362
Total income / additions
$22,232,884
Benefits paid
$14,129,048
Administrative expenses
$143,820
Total expenses
$14,314,715
Net increase / (decrease)
$7,918,169

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Advisory Group, LLCINVESTMENT MGMT$70,899not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$65,821$0
Clearstead Advisors LLCINVESTMENT ADVISOR$7,100not reported in the loaded dataset

Related Form 5500 pages