2023 Form 5500 filing — U.S. Tsubaki Holdings, Inc. Retirement 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 20250114095146NAL0011519011001) for U.S. Tsubaki Holdings, Inc. Retirement Plan, reported by U.S. Tsubaki Holdings, Inc. under EIN 36-2721807 and plan number 002. It reports 945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114095146NAL0011519011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Tsubaki Holdings, Inc.
- EIN
- 36-2721807
- Plan number
- 002
- Location
- Wheeling, IL
- Participants
- 945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,309,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,309,767
- Employer contributions
- $3,383,904
- Participant contributions
- $4,666,901
- Total income / additions
- $29,742,398
- Benefits paid
- $8,732,879
- Administrative expenses
- $181,568
- Total expenses
- $8,914,447
- Net increase / (decrease)
- $20,827,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $113,141 | $0 |
| Global Retirement Partners | RETAINED BY EMPLOYER | $54,427 | not reported in the loaded dataset |
| Wipfli, Llp | RETAINED BY EMPLOYER | $14,000 | not reported in the loaded dataset |