2023 Form 5500 filing — Ingevity Corporation Retirement Plan For Bargained 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 20241014154008NAL0013553427001) for Ingevity Corporation Retirement Plan For Bargained Hourly Employees, reported by Ingevity Corporation under EIN 47-4027764 and plan number 002. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014154008NAL0013553427001
Filing year
2023
Form type
2
Plan sponsor
Ingevity Corporation
EIN
47-4027764
Plan number
002
Location
North Charleston, SC
Participants
408
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,589,386
Total liabilities (EOY)
$0
Net assets (EOY)
$26,589,386
Employer contributions
$1,000,000
Total income / additions
$3,760,813
Benefits paid
$731,987
Administrative expenses
$475,606
Total expenses
$1,207,593
Net increase / (decrease)
$2,553,220
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rocaton Investment Advisors LLCNONE$75,000not reported in the loaded dataset
Usi Consulting GroupNONE$50,979not reported in the loaded dataset
Forvis, LlpNONE$18,000not reported in the loaded dataset
Principal Financial Group, Inc.TRUSTEE$11,205$0
Prudential Trust CompanyNONE$6,706not reported in the loaded dataset
Western Asset Mgmt Co, LLCNONE$5,785not reported in the loaded dataset

Related Form 5500 pages