Golub Corporation Employees Retirement Plan — Form 5500 plan (Golub 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, Golub Corporation Employees Retirement Plan is a benefit plan reported by Golub Corporation under EIN 14-0724820 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,516 participants and $369,927,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golub Corporation
- EIN
- 14-0724820
- Plan number
- 001
- Plan type
- 2
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 12,516
- End-of-year plan assets
- $369,927,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,516 | H, C | 20250213074245NAL0011657635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $369,927,147
- Net assets (EOY)
- $369,927,147
- Net assets (BOY)
- $363,684,291
Income & contributions
- Employer contributions
- $2,750,000
- Total contributions
- $2,750,000
- Total income / additions
- $42,578,876
Expenses & distributions
- Benefits paid
- $31,381,942
- Administrative expenses
- $4,954,078
- Total expenses
- $36,336,020
- Net increase / (decrease)
- $6,242,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Karpus Management | INVESTMENT MANAGER | $520,492 | not reported in the loaded dataset | 2023 |
| Non-Us Equity Managers | INVESTMENT MANAGER | $375,715 | not reported in the loaded dataset | 2023 |
| Jennison | INVESTMENT MANAGERINVESTM | $165,772 | not reported in the loaded dataset | 2023 |
| Eagle | INVESTMENT MANAGER | $148,625 | not reported in the loaded dataset | 2023 |
| Harris | INVESTMENT MANAGER | $125,194 | not reported in the loaded dataset | 2023 |
| Diamond Hill | INVESTMENT MANAGER | $122,752 | not reported in the loaded dataset | 2023 |
| Capital Group | INVESTMENT MANAGER | $120,582 | not reported in the loaded dataset | 2023 |
| Shapiro | INVESTMENT MANAGER | $118,092 | not reported in the loaded dataset | 2023 |
| Yacktman | INVESTMENT MANAGER | $106,369 | not reported in the loaded dataset | 2023 |
| Aetna | INVESTMENT MANAGER | $92,007 | not reported in the loaded dataset | 2023 |
| Granite | INVESTMENT MANAGER | $81,799 | not reported in the loaded dataset | 2023 |
| Nuveen | INVESTMENT MANAGER | $49,350 | not reported in the loaded dataset | 2023 |
| Harding | INVESTMENT MANAGER | $18,291 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golub Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Karpus Management — Schedule C compensation
- Non-Us Equity Managers — Schedule C compensation
- Jennison — Schedule C compensation
- Eagle — Schedule C compensation
- Harris — Schedule C compensation
- Diamond Hill — Schedule C compensation
- Capital Group — Schedule C compensation
- Shapiro — Schedule C compensation
- Yacktman — Schedule C compensation
- Aetna — Schedule C compensation
- Granite — Schedule C compensation
- Nuveen — Schedule C compensation
- Harding — Schedule C compensation