2023 Form 5500 filing — Golub Corporation Employees 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 20250213074245NAL0011657635001) for Golub Corporation Employees Retirement Plan, reported by Golub Corporation under EIN 14-0724820 and plan number 001. It reports 12,516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213074245NAL0011657635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golub Corporation
- EIN
- 14-0724820
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 12,516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $369,927,147
- Net assets (EOY)
- $369,927,147
- Employer contributions
- $2,750,000
- Total income / additions
- $42,578,876
- Benefits paid
- $31,381,942
- Administrative expenses
- $4,954,078
- Total expenses
- $36,336,020
- Net increase / (decrease)
- $6,242,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Karpus Management | INVESTMENT MANAGER | $520,492 | not reported in the loaded dataset |
| Non-Us Equity Managers | INVESTMENT MANAGER | $375,715 | not reported in the loaded dataset |
| Jennison | INVESTMENT MANAGERINVESTM | $165,772 | not reported in the loaded dataset |
| Eagle | INVESTMENT MANAGER | $148,625 | not reported in the loaded dataset |
| Harris | INVESTMENT MANAGER | $125,194 | not reported in the loaded dataset |
| Diamond Hill | INVESTMENT MANAGER | $122,752 | not reported in the loaded dataset |
| Capital Group | INVESTMENT MANAGER | $120,582 | not reported in the loaded dataset |
| Shapiro | INVESTMENT MANAGER | $118,092 | not reported in the loaded dataset |
| Yacktman | INVESTMENT MANAGER | $106,369 | not reported in the loaded dataset |
| Aetna | INVESTMENT MANAGER | $92,007 | not reported in the loaded dataset |
| Granite | INVESTMENT MANAGER | $81,799 | not reported in the loaded dataset |
| Nuveen | INVESTMENT MANAGER | $49,350 | not reported in the loaded dataset |
| Harding | INVESTMENT MANAGER | $18,291 | not reported in the loaded dataset |