Dow Retirement Group Trust - Tactical Fixed Income — Form 5500 plan (The Dow Chemical 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, Dow Retirement Group Trust - Tactical Fixed Income is a benefit plan reported by The Dow Chemical Company under EIN 38-1285128 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $191,028,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dow Chemical Company
- EIN
- 38-1285128
- Plan number
- 016
- Plan type
- 4
- Location
- Midland, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $191,028,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003161036NAL0010150417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,028,661
- Total liabilities (EOY)
- $228,240
- Net assets (EOY)
- $190,800,421
- Net assets (BOY)
- $172,212,198
Income & contributions
- Total contributions
- $0
- Total income / additions
- $19,253,535
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $521,379
- Total expenses
- $521,379
- Net increase / (decrease)
- $18,732,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mackay Shields, LLC | NONE KNOWN | $266,998 | not reported in the loaded dataset | 2023 |
| Ramirez Asset Management, Inc. | NONE KNOWN | $190,837 | not reported in the loaded dataset | 2023 |
| Pimco | NONE KNOWN | $69,904 | $0 | 2023 |
| The Northern Trust Company | CUSTODIAN | $9,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dow Chemical Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Midland, MI
- Mackay Shields, LLC — Schedule C compensation
- Ramirez Asset Management, Inc. — Schedule C compensation
- Pimco — Schedule C compensation
- The Northern Trust Company — Schedule C compensation