Plan5500

Compensation At Retirement Plan — Form 5500 plan (The Boler Company)

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, Compensation At Retirement Plan is a benefit plan reported by The Boler Company under EIN 36-2928548 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,488 participants and $287,437,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Boler Company
EIN
36-2928548
Plan number
001
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
4,488
End-of-year plan assets
$287,437,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,488H, C20241014111344NAL0013187763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$287,437,134
Total liabilities (EOY)
$0
Net assets (EOY)
$287,437,134
Net assets (BOY)
$256,250,604

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$37,188,616

Expenses & distributions

Benefits paid
$5,789,863
Administrative expenses
$212,223
Total expenses
$6,002,086
Net increase / (decrease)
$31,186,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisors Inc.NONE$172,102not reported in the loaded dataset2023
Vanguard Fiduciary Trust CompanyNONE$40,121not reported in the loaded dataset2023

Related Form 5500 pages