2023 Form 5500 filing — Compensation At 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 20241014111344NAL0013187763001) for Compensation At Retirement Plan, reported by The Boler Company under EIN 36-2928548 and plan number 001. It reports 4,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111344NAL0013187763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boler Company
- EIN
- 36-2928548
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 4,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $287,437,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $287,437,134
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $37,188,616
- Benefits paid
- $5,789,863
- Administrative expenses
- $212,223
- Total expenses
- $6,002,086
- Net increase / (decrease)
- $31,186,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors Inc. | NONE | $172,102 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $40,121 | not reported in the loaded dataset |