2023 Form 5500 filing — Snap-On Incorporated Retirement Plan For Hourly 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 20241014140709NAL0013420323001) for Snap-On Incorporated Retirement Plan For Hourly Employees, reported by Snap-On Incorporated under EIN 39-0622040 and plan number 002. It reports 3,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140709NAL0013420323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 002
- Location
- Kenosha, WI
- Participants
- 3,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,866,680
- Total liabilities (EOY)
- $130,796
- Net assets (EOY)
- $157,735,884
- Employer contributions
- $0
- Total income / additions
- $19,531,480
- Benefits paid
- $9,877,630
- Administrative expenses
- $1,088,327
- Total expenses
- $10,965,957
- Net increase / (decrease)
- $8,565,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $304,924 | not reported in the loaded dataset |
| Mercer Investment Managment | NONE | $120,617 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $105,622 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $58,494 | not reported in the loaded dataset |
| William Blair Funds | NONE | $52,627 | not reported in the loaded dataset |
| Kayne Anderson | NONE | $41,467 | not reported in the loaded dataset |
| Acadian Asset Managment | NONE | $40,294 | not reported in the loaded dataset |
| Boston Trust | NONE | $35,968 | not reported in the loaded dataset |
| Wipfli,Llp | NONE | $14,000 | not reported in the loaded dataset |
| Acadian Global Asset Managed Volati | NONE | $11,785 | not reported in the loaded dataset |
| Blackrock | NONE | $8,876 | not reported in the loaded dataset |