Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate Employees — Form 5500 plan (Unit Drop Forge Co., 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, Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate Employees is a benefit plan reported by Unit Drop Forge Co., Inc. under EIN 39-1316139 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $11,614,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unit Drop Forge Co., Inc.
EIN
39-1316139
Plan number
002
Plan type
2
Location
West Allis, WI
Latest filing year
2023
Participants
196
End-of-year plan assets
$11,614,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241010132404NAL0020138161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,614,881
Total liabilities (EOY)
$0
Net assets (EOY)
$11,614,881
Net assets (BOY)
$10,809,210

Income & contributions

Total contributions
$0
Total income / additions
$1,724,331

Expenses & distributions

Benefits paid
$777,039
Administrative expenses
$141,621
Total expenses
$918,660
Net increase / (decrease)
$805,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Bank, N.A.NONE$34,306$02023

Related Form 5500 pages