W.R. Grace & Co. Retirement Plan For Lake Charles Plant — Form 5500 plan (W.R. Grace & Co. -Ct)
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, W.R. Grace & Co. Retirement Plan For Lake Charles Plant is a benefit plan reported by W.R. Grace & Co. -Ct under EIN 13-5114230 and plan number 037. The latest loaded filing year is 2023. The filing reports 512 participants and $30,874,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.R. Grace & Co. -Ct
- EIN
- 13-5114230
- Plan number
- 037
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $30,874,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241014120855NAL0026111873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,874,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,874,560
- Net assets (BOY)
- $30,463,309
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- $3,251,418
Expenses & distributions
- Benefits paid
- $2,202,230
- Administrative expenses
- $637,937
- Total expenses
- $2,840,167
- Net increase / (decrease)
- $411,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $100,118 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa, Iinc. | NONE | $50,827 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $16,716 | $0 | 2023 |
| Alight Solutions LLC | NONE | $9,594 | $417 | 2023 |
| Stout, Causey & Horning, P.A | NONE | $7,528 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.R. Grace & Co. -Ct
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Aon Consulting, Inc. — Schedule C compensation
- Aon Investments Usa, Iinc. — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Stout, Causey & Horning, P.A — Schedule C compensation