Curtiss Wright Corporation Savings & Investment Plan — Form 5500 plan (Curtiss Wright Corporation)

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, Curtiss Wright Corporation Savings & Investment Plan is a benefit plan reported by Curtiss Wright Corporation under EIN 13-0612970 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,718 participants and $915,188,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curtiss Wright Corporation
EIN
13-0612970
Plan number
004
Plan type
2
Location
Parsippany, NJ
Latest filing year
2023
Participants
6,718
End-of-year plan assets
$915,188,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,718H, C20241014191412NAL0026999905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$915,188,042
Total liabilities (EOY)
$0
Net assets (EOY)
$915,188,042
Net assets (BOY)
$785,709,195

Income & contributions

Employer contributions
$23,471,634
Participant contributions
$44,503,083
Total contributions
$77,130,129
Total income / additions
$222,675,596

Expenses & distributions

Benefits paid
$92,424,559
Administrative expenses
$697,352
Total expenses
$93,196,749
Net increase / (decrease)
$129,478,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.CONSULTANT$52,500not reported in the loaded dataset2023
Bdg-CpasACCOUNTANT/AUDITOR$33,075not reported in the loaded dataset2023
Mercer Investment Consulting Inc.CONSULTANT$18,750not reported in the loaded dataset2023
Digital Ink CorpOTHER SERVICES$6,448not reported in the loaded dataset2023

Related Form 5500 pages