2023 Form 5500 filing — Skf Usa Inc. Master Trust
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 20241015132907NAL0048127376003) for Skf Usa Inc. Master Trust, reported by Skf Usa Inc. under EIN 23-1043740 and plan number 016. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132907NAL0048127376003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Skf Usa Inc.
- EIN
- 23-1043740
- Plan number
- 016
- Location
- Blue Bell, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $645,451,302
- Total liabilities (EOY)
- $5,830,783
- Net assets (EOY)
- $639,620,519
- Employer contributions
- $20,000,000
- Total income / additions
- $69,739,390
- Benefits paid
- $77,837,048
- Administrative expenses
- $8,954,001
- Total expenses
- $86,791,049
- Net increase / (decrease)
- -$17,051,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum | NONE | $624,743 | not reported in the loaded dataset |
| J.P. Morgan Investment | NONE | $543,844 | not reported in the loaded dataset |
| Aon Hweitt Investment | NONE | $500,390 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $430,251 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $393,443 | not reported in the loaded dataset |
| Ppm America Inc. | NONE | $312,883 | not reported in the loaded dataset |
| Silchester International | NONE | $264,290 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $170,000 | not reported in the loaded dataset |
| Mesirow Financial Invt Mgmt | NONE | $165,403 | not reported in the loaded dataset |
| Leuthold | NONE | $139,877 | not reported in the loaded dataset |
| Vaughn Nelson Investment | NONE | $119,279 | not reported in the loaded dataset |
| Polen Capital Management, LLC | NONE | $116,665 | not reported in the loaded dataset |
| Macquarie Capital Investment | NONE | $116,215 | not reported in the loaded dataset |
| Cook And Beiler | NONE | $83,010 | not reported in the loaded dataset |
| Dana Investments Adv Inc | NONE | $81,229 | not reported in the loaded dataset |
| Rice Hall & James | NONE | $70,371 | not reported in the loaded dataset |
| Lowrey Ass. Consultants, LLC | NONE | $42,784 | not reported in the loaded dataset |
| William Blair | NONE | $24,000 | not reported in the loaded dataset |