Snap-On Incorporated Retirement Plan For Hourly Employees — Form 5500 plan (Snap-On Incorporated)
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, Snap-On Incorporated Retirement Plan For Hourly Employees is a benefit plan reported by Snap-On Incorporated under EIN 39-0622040 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,028 participants and $157,866,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 002
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 3,028
- End-of-year plan assets
- $157,866,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,028 | H, C | 20241014140709NAL0013420323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,866,680
- Total liabilities (EOY)
- $130,796
- Net assets (EOY)
- $157,735,884
- Net assets (BOY)
- $149,170,361
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $19,531,480
Expenses & distributions
- Benefits paid
- $9,877,630
- Administrative expenses
- $1,088,327
- Total expenses
- $10,965,957
- Net increase / (decrease)
- $8,565,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $304,924 | not reported in the loaded dataset | 2023 |
| Mercer Investment Managment | NONE | $120,617 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $105,622 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $58,494 | not reported in the loaded dataset | 2023 |
| William Blair Funds | NONE | $52,627 | not reported in the loaded dataset | 2023 |
| Kayne Anderson | NONE | $41,467 | not reported in the loaded dataset | 2023 |
| Acadian Asset Managment | NONE | $40,294 | not reported in the loaded dataset | 2023 |
| Boston Trust | NONE | $35,968 | not reported in the loaded dataset | 2023 |
| Wipfli,Llp | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Acadian Global Asset Managed Volati | NONE | $11,785 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $8,876 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Snap-On Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Mercer — Schedule C compensation
- Mercer Investment Managment — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Kayne Anderson — Schedule C compensation
- Acadian Asset Managment — Schedule C compensation
- Boston Trust — Schedule C compensation
- Wipfli,Llp — Schedule C compensation
- Acadian Global Asset Managed Volati — Schedule C compensation
- Blackrock — Schedule C compensation