The Budd Company Employee Pension Plan — Form 5500 plan (Thyssenkrupp North America, LLC.)
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, The Budd Company Employee Pension Plan is a benefit plan reported by Thyssenkrupp North America, LLC. under EIN 22-2393554 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,114 participants and $362,535,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thyssenkrupp North America, LLC.
- EIN
- 22-2393554
- Plan number
- 001
- Plan type
- 2
- Location
- Beaverton, OR
- Latest filing year
- 2023
- Participants
- 3,114
- End-of-year plan assets
- $362,535,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,114 | H, C | 20250912140400NAL0000814515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $362,535,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $362,535,625
- Net assets (BOY)
- $356,661,239
Income & contributions
- Total contributions
- $0
- Total income / additions
- $46,844,705
Expenses & distributions
- Benefits paid
- $39,540,477
- Administrative expenses
- $1,429,842
- Total expenses
- $40,970,319
- Net increase / (decrease)
- $5,874,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Outsourcing Solutions, Inc. | NONE | $395,721 | $0 | 2023 |
| New England Pension Consultants | NONE | $190,682 | $0 | 2023 |
| Thyssenkrupp North America, LLC. | NONE | $187,927 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $129,116 | $0 | 2023 |
| Willis Towers Watson Us, LLC. | NONE | $117,209 | $0 | 2023 |
| Plante & Moran Holding Group Llp | NONE | $85,669 | $0 | 2023 |
| Seyfarth Shaw Llp | NONE | $12,686 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thyssenkrupp North America, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Beaverton, OR
- Benefit Outsourcing Solutions, Inc. — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Thyssenkrupp North America, LLC. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson Us, LLC. — Schedule C compensation
- Plante & Moran Holding Group Llp — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation