Unifrax Hourly Defined Benefit Pension Plan — Form 5500 plan (Unifrax I LLC)
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, Unifrax Hourly Defined Benefit Pension Plan is a benefit plan reported by Unifrax I LLC under EIN 34-1535916 and plan number 160. The latest loaded filing year is 2023. The filing reports 292 participants and $12,877,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unifrax I LLC
- EIN
- 34-1535916
- Plan number
- 160
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $12,877,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241015155029NAL0048755536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,877,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,877,175
- Net assets (BOY)
- $11,261,194
Income & contributions
- Employer contributions
- $670,582
- Total contributions
- $670,582
- Total income / additions
- $2,228,647
Expenses & distributions
- Benefits paid
- $374,323
- Administrative expenses
- $238,343
- Total expenses
- $612,666
- Net increase / (decrease)
- $1,615,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas Actuarial & Pension Services | NONE | $35,620 | not reported in the loaded dataset | 2023 |
| Freed Maxick Cpas, P.C. | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $13,176 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $8,627 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unifrax I LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Bpas Actuarial & Pension Services — Schedule C compensation
- Freed Maxick Cpas, P.C. — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Principal Financial Group — Schedule C compensation