2023 Form 5500 filing — Snap-On Incorporated 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 20241014140432NAL0027505201001) for Snap-On Incorporated Retirement Plan, reported by Snap-On Incorporated under EIN 39-0622040 and plan number 001. It reports 9,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140432NAL0027505201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 001
- Location
- Kenosha, WI
- Participants
- 9,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $986,053,334
- Total liabilities (EOY)
- $606,816
- Net assets (EOY)
- $985,446,518
- Total income / additions
- $121,782,192
- Benefits paid
- $58,851,765
- Administrative expenses
- $3,864,319
- Total expenses
- $62,716,084
- Net increase / (decrease)
- $59,066,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors LLC | NONE | $648,820 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $379,597 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $359,322 | not reported in the loaded dataset |
| Mercer | NONE | $329,047 | not reported in the loaded dataset |
| William Blair Funds | NONE | $323,281 | not reported in the loaded dataset |
| Kayne Anderson | NONE | $254,723 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $247,519 | not reported in the loaded dataset |
| Boston Trust | NONE | $220,944 | not reported in the loaded dataset |
| Acadian Global Managed Volatility | NONE | $72,397 | not reported in the loaded dataset |
| Blackrock | NONE | $54,522 | not reported in the loaded dataset |
| Mercer Investment Consulting | NONE | $34,284 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $14,500 | not reported in the loaded dataset |