Plan5500

Alfa Laval Retirement Savings Plan — Form 5500 plan (Alfa Laval 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, Alfa Laval Retirement Savings Plan is a benefit plan reported by Alfa Laval Inc. under EIN 13-1681631 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,199 participants and $299,176,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alfa Laval Inc.
EIN
13-1681631
Plan number
004
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
2,199
End-of-year plan assets
$299,176,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,199H, C20240903110656NAL0018471953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$299,176,277
Total liabilities (EOY)
$0
Net assets (EOY)
$299,176,277
Net assets (BOY)
$254,144,051

Income & contributions

Employer contributions
$6,373,177
Participant contributions
$11,755,283
Total contributions
$20,021,598
Total income / additions
$56,368,145

Expenses & distributions

Benefits paid
$30,693,532
Administrative expenses
$283,240
Total expenses
$31,271,973
Net increase / (decrease)
$25,096,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$207,996$02023
Sageview Advisory Group, LLCCONSULTANT$57,744not reported in the loaded dataset2023
KeiterACCOUNTANT$17,500not reported in the loaded dataset2023

Related Form 5500 pages