Walbro LLC Uaw Local No. 9699 Pension Plan — Form 5500 plan (Walbro 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, Walbro LLC Uaw Local No. 9699 Pension Plan is a benefit plan reported by Walbro LLC under EIN 38-2968944 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $8,078,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $8,078,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241014190417NAL0013771907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,078,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,078,419
- Net assets (BOY)
- $7,964,567
Income & contributions
- Employer contributions
- $75,000
- Total contributions
- $75,000
- Total income / additions
- $869,749
Expenses & distributions
- Benefits paid
- $586,515
- Administrative expenses
- $169,382
- Total expenses
- $755,897
- Net increase / (decrease)
- $113,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INV. ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARIAL | $24,651 | not reported in the loaded dataset | 2023 |
| Beach, Fleischmann & Co. | AUDIT | $21,700 | not reported in the loaded dataset | 2023 |
| Comerica | TRUSTEE | $10,943 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walbro LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Sageview Advisory Group, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Beach, Fleischmann & Co. — Schedule C compensation
- Comerica — Schedule C compensation