Fanuc Robotics America Retirement Plan — Form 5500 plan (Fanuc America Corporation)
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, Fanuc Robotics America Retirement Plan is a benefit plan reported by Fanuc America Corporation under EIN 38-3067354 and plan number 001. The latest loaded filing year is 2023. The filing reports 975 participants and $295,704,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fanuc America Corporation
- EIN
- 38-3067354
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester Hills, MI
- Latest filing year
- 2023
- Participants
- 975
- End-of-year plan assets
- $295,704,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 975 | H, C | 20241015154440NAL0016789987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $295,704,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $295,704,804
- Net assets (BOY)
- $293,414,212
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,778,651
Expenses & distributions
- Benefits paid
- $10,052,646
- Administrative expenses
- $435,413
- Total expenses
- $10,488,059
- Net increase / (decrease)
- $2,290,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco | INV MANAGEMNT | $152,361 | not reported in the loaded dataset | 2023 |
| Fidelity Mgt Trust Co | INV MGMT/TRUSTEE /ADMIN | $134,452 | $0 | 2023 |
| Willis Towers Watson | ACTUARY CONSULTANT | $43,000 | not reported in the loaded dataset | 2023 |
| William Vaughn Company | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fanuc America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Rochester Hills, MI
- Pimco — Schedule C compensation
- Fidelity Mgt Trust Co — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- William Vaughn Company — Schedule C compensation