2023 Form 5500 filing — Quikrete Companies Retirement Savings Plan For Forterra Collectively Bargained 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 20241015114408NAL0014512355001) for Quikrete Companies Retirement Savings Plan For Forterra Collectively Bargained Employees, reported by Forterra Pipe & Precast, LLC under EIN 54-0179210 and plan number 003. It reports 1,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114408NAL0014512355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forterra Pipe & Precast, LLC
- EIN
- 54-0179210
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 1,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,797,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,797,139
- Employer contributions
- $2,941,157
- Participant contributions
- $4,234,862
- Total income / additions
- $13,587,182
- Benefits paid
- $5,392,016
- Administrative expenses
- $137,209
- Total expenses
- $5,578,030
- Net increase / (decrease)
- $8,009,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $90,297 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITOR | $20,000 | not reported in the loaded dataset |
| Morgan Stanley Global | SERVICE PROVIDER | $9,138 | not reported in the loaded dataset |
| Morgan Stanley | ADVISORY | $8,953 | not reported in the loaded dataset |
| Baker Tilly | SERVICE PROVIDER | $8,263 | not reported in the loaded dataset |
| Morning Star | SERVICE PROVIDER | $558 | not reported in the loaded dataset |