2023 Form 5500 filing — Voestalpine High Performance Metals 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 20241014104641NAL0044208720001) for Voestalpine High Performance Metals Retirement Plan, reported by Bohler-Uddeholm Corporation under EIN 13-1420260 and plan number 003. It reports 861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014104641NAL0044208720001
Filing year
2023
Form type
2
Plan sponsor
Bohler-Uddeholm Corporation
EIN
13-1420260
Plan number
003
Location
Elgin, IL
Participants
861
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$75,191,675
Total liabilities (EOY)
$0
Net assets (EOY)
$75,191,675
Employer contributions
$1,747,917
Participant contributions
$3,362,682
Total income / additions
$15,143,968
Benefits paid
$8,413,513
Administrative expenses
$181,559
Total expenses
$8,595,072
Net increase / (decrease)
$6,548,896
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRETAINED BY EMPLOYER$112,334$0
Sageview Advisory Group,LLCRETAINED BY EMPLOYER$41,250not reported in the loaded dataset
Wipfli LlpRETAINED BY EMPLOYER$27,975not reported in the loaded dataset

Related Form 5500 pages