Skf Usa Inc. Master Trust — Form 5500 plan (Skf Usa 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, Skf Usa Inc. Master Trust is a benefit plan reported by Skf Usa Inc. under EIN 23-1043740 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $645,451,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Skf Usa Inc.
- EIN
- 23-1043740
- Plan number
- 016
- Plan type
- 4
- Location
- Blue Bell, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $645,451,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015132907NAL0048127376003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $645,451,302
- Total liabilities (EOY)
- $5,830,783
- Net assets (EOY)
- $639,620,519
- Net assets (BOY)
- $660,007,178
Income & contributions
- Employer contributions
- $20,000,000
- Total contributions
- $20,000,000
- Total income / additions
- $69,739,390
Expenses & distributions
- Benefits paid
- $77,837,048
- Administrative expenses
- $8,954,001
- Total expenses
- $86,791,049
- Net increase / (decrease)
- -$17,051,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum | NONE | $624,743 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment | NONE | $543,844 | not reported in the loaded dataset | 2023 |
| Aon Hweitt Investment | NONE | $500,390 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $430,251 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $393,443 | not reported in the loaded dataset | 2023 |
| Ppm America Inc. | NONE | $312,883 | not reported in the loaded dataset | 2023 |
| Silchester International | NONE | $264,290 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $170,000 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Invt Mgmt | NONE | $165,403 | not reported in the loaded dataset | 2023 |
| Leuthold | NONE | $139,877 | not reported in the loaded dataset | 2023 |
| Vaughn Nelson Investment | NONE | $119,279 | not reported in the loaded dataset | 2023 |
| Polen Capital Management, LLC | NONE | $116,665 | not reported in the loaded dataset | 2023 |
| Macquarie Capital Investment | NONE | $116,215 | not reported in the loaded dataset | 2023 |
| Cook And Beiler | NONE | $83,010 | not reported in the loaded dataset | 2023 |
| Dana Investments Adv Inc | NONE | $81,229 | not reported in the loaded dataset | 2023 |
| Rice Hall & James | NONE | $70,371 | not reported in the loaded dataset | 2023 |
| Lowrey Ass. Consultants, LLC | NONE | $42,784 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $24,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Skf Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Blue Bell, PA
- Optum — Schedule C compensation
- J.P. Morgan Investment — Schedule C compensation
- Aon Hweitt Investment — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Ppm America Inc. — Schedule C compensation
- Silchester International — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Mesirow Financial Invt Mgmt — Schedule C compensation
- Leuthold — Schedule C compensation
- Vaughn Nelson Investment — Schedule C compensation
- Polen Capital Management, LLC — Schedule C compensation
- Macquarie Capital Investment — Schedule C compensation
- Cook And Beiler — Schedule C compensation
- Dana Investments Adv Inc — Schedule C compensation
- Rice Hall & James — Schedule C compensation
- Lowrey Ass. Consultants, LLC — Schedule C compensation
- William Blair — Schedule C compensation