Ulbrich Plus Savings And Retirement Plan — Form 5500 plan (Ulbrich Stainless Steels & Special Metals, Inc.)
Plain-English plan 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, Ulbrich Plus Savings And Retirement Plan is a benefit plan reported by Ulbrich Stainless Steels & Special Metals, Inc. under EIN 06-0706390 and plan number 004. The latest loaded filing year is 2023. The filing reports 715 participants and $120,786,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ulbrich Stainless Steels & Special Metals, Inc.
- EIN
- 06-0706390
- Plan number
- 004
- Plan type
- 2
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $120,786,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20241014075444NAL0025679937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,786,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,786,848
- Net assets (BOY)
- $103,433,687
Income & contributions
- Employer contributions
- $3,170,437
- Participant contributions
- $5,318,678
- Total contributions
- $8,914,823
- Total income / additions
- $24,897,213
Expenses & distributions
- Benefits paid
- $7,524,013
- Administrative expenses
- $20,039
- Total expenses
- $7,544,052
- Net increase / (decrease)
- $17,353,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $11,775 | $0 | 2023 |
| Financial Answers | NONE | $6,228 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $36 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ulbrich Stainless Steels & Special Metals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- T Rowe Price Rps Inc — Schedule C compensation
- Financial Answers — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation