2023 Form 5500 filing — Sumitomo Rubber Usa, LLC Employee Savings Plan For Bargaining Unit Employees

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 20241011141322NAL0012578563001) for Sumitomo Rubber Usa, LLC Employee Savings Plan For Bargaining Unit Employees, reported by Sumitomo Rubber Usa, LLC under EIN 34-1899137 and plan number 010. It reports 1,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011141322NAL0012578563001
Filing year
2023
Form type
2
Plan sponsor
Sumitomo Rubber Usa, LLC
EIN
34-1899137
Plan number
010
Location
Buffalo, NY
Participants
1,342
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$123,424,272
Total liabilities (EOY)
$0
Net assets (EOY)
$123,424,272
Employer contributions
$4,570,394
Participant contributions
$4,976,072
Total income / additions
$28,576,585
Benefits paid
$11,273,781
Administrative expenses
$263,329
Total expenses
$11,559,730
Net increase / (decrease)
$17,016,855
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$268,300$0
Charles Schwab & Co., Inc.NONE$44not reported in the loaded dataset

Related Form 5500 pages