Delaval Inc. Retirement Savings Plan — Form 5500 plan (Delaval 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, Delaval Inc. Retirement Savings Plan is a benefit plan reported by Delaval Inc. under EIN 22-2734539 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $76,838,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaval Inc.
- EIN
- 22-2734539
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $76,838,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20240927142747NAL0001121027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,838,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,838,210
- Net assets (BOY)
- $67,439,083
Income & contributions
- Employer contributions
- $1,965,831
- Participant contributions
- $2,714,853
- Total contributions
- $4,963,445
- Total income / additions
- $16,331,043
Expenses & distributions
- Benefits paid
- $6,944,089
- Administrative expenses
- $111,929
- Total expenses
- $7,114,364
- Net increase / (decrease)
- $9,216,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc | CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $42,694 | $0 | 2023 |
| Rubin Brown | ACCOUNTANT/AUDITOR | $11,100 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,184 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delaval Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Gallagher Benefit Services, Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rubin Brown — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation