2023 Form 5500 filing — Tower Semiconductor Newport Beach, Inc. Retirement Plan For Hourly 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 20241015145639NAL0030058177001) for Tower Semiconductor Newport Beach, Inc. Retirement Plan For Hourly Employees, reported by Tower Semiconductor Newport Beach, Inc. under EIN 75-3005127 and plan number 030. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145639NAL0030058177001
Filing year
2023
Form type
2
Plan sponsor
Tower Semiconductor Newport Beach, Inc.
EIN
75-3005127
Plan number
030
Location
Newport Beach, CA
Participants
425
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,952,975
Total liabilities (EOY)
$0
Net assets (EOY)
$19,952,975
Total income / additions
$1,933,439
Benefits paid
$962,824
Administrative expenses
$223,462
Total expenses
$1,186,286
Net increase / (decrease)
$747,153
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aon Consulting IncACTUARIAL,ADMINISTRATION$175,024not reported in the loaded dataset
Aon Investment Usa Inc.(Aiusa)INVESTMENT ADVISOR$37,500not reported in the loaded dataset
U.S.Bancorp Assets Management, Inc.INVESTMENT PROVIDER$10,938$0

Related Form 5500 pages