2023 Form 5500 filing — Latrobe Steel Company Pension 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 20241011150215NAL0023015265001) for Latrobe Steel Company Pension Plan For Bargaining Unit Employees, reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 002. It reports 791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150215NAL0023015265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 002
- Location
- Reading, PA
- Participants
- 791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,500,262
- Total liabilities (EOY)
- $44,013
- Net assets (EOY)
- $81,456,249
- Employer contributions
- $9,896,778
- Total income / additions
- $16,951,485
- Benefits paid
- $7,551,474
- Administrative expenses
- $921,762
- Total expenses
- $8,473,236
- Net increase / (decrease)
- $8,478,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ACTUARY | $206,415 | not reported in the loaded dataset |
| Alight | PLAN ADMINISTRATOR | $50,638 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | PLAN AUDITOR | $29,300 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | INVESTMENT MANAGER | $22,978 | not reported in the loaded dataset |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $22,141 | not reported in the loaded dataset |