2023 Form 5500 filing — Moen Incorporated 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 20241015115426NAL0014540099001) for Moen Incorporated Pension Plan, reported by Moen Incorporated under EIN 36-0548230 and plan number 001. It reports 3,965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115426NAL0014540099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moen Incorporated
- EIN
- 36-0548230
- Plan number
- 001
- Location
- North Olmsted, OH
- Participants
- 3,965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,314,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,314,355
- Total income / additions
- $26,799,085
- Benefits paid
- $35,058,400
- Administrative expenses
- $2,841,026
- Total expenses
- $37,899,426
- Net increase / (decrease)
- -$11,100,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $397,523 | not reported in the loaded dataset |
| Aon Investments, Inc. | NONE | $275,169 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $213,741 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $146,128 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $79,342 | not reported in the loaded dataset |
| Prudential Bank & Trust Company | NONE | $29,617 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $26,850 | not reported in the loaded dataset |