Waupaca Foundry, Inc. Consolidated Retirement Plan — Form 5500 plan (Waupaca Foundry, Inc.)
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, Waupaca Foundry, Inc. Consolidated Retirement Plan is a benefit plan reported by Waupaca Foundry, Inc. under EIN 39-0880924 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,540 participants and $565,068,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waupaca Foundry, Inc.
- EIN
- 39-0880924
- Plan number
- 001
- Plan type
- 2
- Location
- Waupaca, WI
- Latest filing year
- 2023
- Participants
- 4,540
- End-of-year plan assets
- $565,068,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,540 | H, C | 20241009082336NAL0009037267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $565,068,457
- Total liabilities (EOY)
- $677,546
- Net assets (EOY)
- $564,390,911
- Net assets (BOY)
- $505,477,763
Income & contributions
- Employer contributions
- $14,310,907
- Participant contributions
- $22,545,226
- Total contributions
- $37,037,836
- Total income / additions
- $108,355,779
Expenses & distributions
- Benefits paid
- $37,971,167
- Administrative expenses
- $488,471
- Total expenses
- $38,459,638
- Net increase / (decrease)
- $69,896,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $388,238 | $0 | 2023 |
| Robert W Baird & Co Inc | CONTRACT ADMINISTRATOR | $118,206 | not reported in the loaded dataset | 2023 |
| Alpha Investment Consult | CONTRACT ADMINISTRATOR | $73,856 | not reported in the loaded dataset | 2023 |
| Michael Best & Friedrich | LEGAL | $14,301 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waupaca Foundry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waupaca, WI
- Principal Life Insurance Company — Schedule C compensation
- Robert W Baird & Co Inc — Schedule C compensation
- Alpha Investment Consult — Schedule C compensation
- Michael Best & Friedrich — Schedule C compensation