2023 Form 5500 filing — Coorstek LLC Savings And Investment 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 20241015141613NAL0014812195001) for Coorstek LLC Savings And Investment Plan, reported by Coorstek LLC under EIN 46-4089941 and plan number 002. It reports 4,840 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141613NAL0014812195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coorstek LLC
- EIN
- 46-4089941
- Plan number
- 002
- Location
- Golden, CO
- Participants
- 4,840
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $319,701,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $319,701,385
- Employer contributions
- $10,946,197
- Participant contributions
- $16,299,718
- Total income / additions
- $76,520,369
- Benefits paid
- $48,929,298
- Administrative expenses
- $510,421
- Total expenses
- $49,472,390
- Net increase / (decrease)
- $27,047,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $192,652 | $0 |
| Towers Watson Investment Services, | INVESTMENT ADVISOR | $166,756 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $102,848 | not reported in the loaded dataset |
| Singer Lewak | ACCOUNTANT/AUDITOR | $27,850 | not reported in the loaded dataset |
| Wtw Investment Management Consulti | CONSULTANT | $22,500 | not reported in the loaded dataset |