Berwind Corporation Employees' Retirement Plan — Form 5500 plan (Berwind 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, Berwind Corporation Employees' Retirement Plan is a benefit plan reported by Berwind Corporation under EIN 23-0406815 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $99,629,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berwind Corporation
- EIN
- 23-0406815
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 473
- End-of-year plan assets
- $99,629,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H, C | 20240904144847NAL0020338465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,629,597
- Total liabilities (EOY)
- $5,397
- Net assets (EOY)
- $99,624,200
- Net assets (BOY)
- $90,266,827
Income & contributions
- Employer contributions
- $3,000,000
- Total contributions
- $3,000,000
- Total income / additions
- $13,487,028
Expenses & distributions
- Benefits paid
- $3,659,595
- Administrative expenses
- $470,060
- Total expenses
- $4,129,655
- Net increase / (decrease)
- $9,357,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $173,213 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $162,701 | $0 | 2023 |
| Columbia Mgt Inv Srvc. Corp | NONE | $86,773 | not reported in the loaded dataset | 2023 |
| Principal Midcap | NONE | $12,776 | not reported in the loaded dataset | 2023 |
| Mfs Investment | NONE | $7,326 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Funds | NONE | $6,549 | not reported in the loaded dataset | 2023 |
| Fuller & Thaler Asset Mgmt, Inc. | NONE | $5,617 | not reported in the loaded dataset | 2023 |
| Granite Small Cap Growth | NONE | $5,217 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berwind Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Willis Towers Watson — Schedule C compensation
- Bank Of America — Schedule C compensation
- Columbia Mgt Inv Srvc. Corp — Schedule C compensation
- Principal Midcap — Schedule C compensation
- Mfs Investment — Schedule C compensation
- Loomis Sayles Funds — Schedule C compensation
- Fuller & Thaler Asset Mgmt, Inc. — Schedule C compensation
- Granite Small Cap Growth — Schedule C compensation