Andritz Inc. Savings And Investment Plan — Form 5500 plan (Andritz 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, Andritz Inc. Savings And Investment Plan is a benefit plan reported by Andritz Inc. under EIN 14-1438713 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,865 participants and $446,607,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andritz Inc.
- EIN
- 14-1438713
- Plan number
- 001
- Plan type
- 2
- Location
- Youngsville, NC
- Latest filing year
- 2023
- Participants
- 2,865
- End-of-year plan assets
- $446,607,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,865 | H, C | 20240920081316NAL0012608128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $446,607,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $446,607,590
- Net assets (BOY)
- $406,329,286
Income & contributions
- Employer contributions
- $9,190,925
- Participant contributions
- $16,469,226
- Total contributions
- $29,618,950
- Total income / additions
- $90,918,270
Expenses & distributions
- Benefits paid
- $49,159,813
- Administrative expenses
- $1,340,806
- Total expenses
- $50,639,966
- Net increase / (decrease)
- $40,278,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $629,293 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $139,117 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $91,198 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Bennett Thrasher Llp | AUDITOR | $24,150 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONTRACT ADMIN | $900 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $170 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andritz Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Youngsville, NC
- Resources Investment Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Bennett Thrasher Llp — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation