2023 Form 5500 filing — Fenwal International, Inc. Savings And Retirement 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 20241011091630NAL0043785234001) for Fenwal International, Inc. Savings And Retirement Plan, reported by Fenwal International, Inc. under EIN 98-0517868 and plan number 001. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091630NAL0043785234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fenwal International, Inc.
- EIN
- 98-0517868
- Plan number
- 001
- Location
- San German, PR
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,065,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,065,793
- Employer contributions
- $727,275
- Participant contributions
- $1,647,326
- Total income / additions
- $5,636,187
- Benefits paid
- $1,284,706
- Administrative expenses
- $106,151
- Total expenses
- $1,390,857
- Net increase / (decrease)
- $4,245,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $77,998 | $0 |
| Pension Administrators Group, Inc. | CONTRACT ADMINISTRATOR | $38,659 | $0 |