Dana Retirement Savings Plan — Form 5500 plan (Dana Limited)
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, Dana Retirement Savings Plan is a benefit plan reported by Dana Limited under EIN 26-1318190 and plan number 147. The latest loaded filing year is 2023. The filing reports 5,183 participants and $832,595,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dana Limited
- EIN
- 26-1318190
- Plan number
- 147
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 5,183
- End-of-year plan assets
- $832,595,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,183 | H, C | 20241014082042NAL0026807073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $832,595,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $832,595,070
- Net assets (BOY)
- $715,754,078
Income & contributions
- Employer contributions
- $24,382,405
- Participant contributions
- $28,795,257
- Total contributions
- $57,241,736
- Total income / additions
- $187,507,304
Expenses & distributions
- Benefits paid
- $70,540,382
- Administrative expenses
- $648,517
- Total expenses
- $71,220,876
- Net increase / (decrease)
- $116,286,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $322,582 | $0 | 2023 |
| Goldman Sachs | NONE | $183,560 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $141,740 | not reported in the loaded dataset | 2023 |
| Rehmann Robson LLC | NONE | $26,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dana Limited
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- The Vanguard Group, Inc. — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Rehmann Robson LLC — Schedule C compensation