2023 Form 5500 filing — Victaulic Retirement Plan For Bargaining Unit 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 20241015101504NAL0029224625001) for Victaulic Retirement Plan For Bargaining Unit Employees, reported by Victaulic Company under EIN 22-1501729 and plan number 005. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101504NAL0029224625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Victaulic Company
- EIN
- 22-1501729
- Plan number
- 005
- Location
- Easton, PA
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,263,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,263,892
- Total income / additions
- $18,895,459
- Benefits paid
- $3,988,670
- Administrative expenses
- $115,466
- Total expenses
- $4,104,136
- Net increase / (decrease)
- $14,791,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors Trust | NONE | $115,466 | $0 |