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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,183H, C20241014082042NAL0026807073001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$322,582$02023
Goldman SachsNONE$183,560not reported in the loaded dataset2023
Vanguard Advisers Inc.NONE$141,740not reported in the loaded dataset2023
Rehmann Robson LLCNONE$26,000not reported in the loaded dataset2023

Related Form 5500 pages