2023 Form 5500 filing — Walbro LLC Uaw Local No. 9699 Pension 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 20241014190417NAL0013771907001) for Walbro LLC Uaw Local No. 9699 Pension Plan, reported by Walbro LLC under EIN 38-2968944 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190417NAL0013771907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,078,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,078,419
- Employer contributions
- $75,000
- Total income / additions
- $869,749
- Benefits paid
- $586,515
- Administrative expenses
- $169,382
- Total expenses
- $755,897
- Net increase / (decrease)
- $113,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INV. ADVISORY | $25,000 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARIAL | $24,651 | not reported in the loaded dataset |
| Beach, Fleischmann & Co. | AUDIT | $21,700 | not reported in the loaded dataset |
| Comerica | TRUSTEE | $10,943 | $0 |