2023 Form 5500 filing — Russellville Engineered Castings Union 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 20250430142859NAL0001977521001) for Russellville Engineered Castings Union Retirement Plan, reported by Russellville Engineered Castings, Inc. under EIN 61-1154640 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430142859NAL0001977521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russellville Engineered Castings, Inc.
- EIN
- 61-1154640
- Plan number
- 002
- Location
- Russellville, KY
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,557,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,557,883
- Employer contributions
- $247,508
- Participant contributions
- $0
- Total income / additions
- $634,296
- Benefits paid
- $242,629
- Administrative expenses
- $166,070
- Total expenses
- $408,699
- Net increase / (decrease)
- $225,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $42,786 | not reported in the loaded dataset |
| Charles Schwab & Co | NONE | $5,208 | $0 |
| Fidelity Investments | NONE | $0 | $0 |