Plan5500

Donaldson Company, Inc. Hourly Employees Pension Plan — Form 5500 plan (Donaldson Company, 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, Donaldson Company, Inc. Hourly Employees Pension Plan is a benefit plan reported by Donaldson Company, Inc. under EIN 41-0222640 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,481 participants and $99,240,499 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donaldson Company, Inc.
EIN
41-0222640
Plan number
003
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
1,481
End-of-year plan assets
$99,240,499

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,481H, C20250415141735NAL0005713552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,240,499
Net assets (EOY)
$99,240,499
Net assets (BOY)
$99,543,316

Income & contributions

Total income / additions
$6,554,224

Expenses & distributions

Benefits paid
$6,334,748
Administrative expenses
$522,293
Total expenses
$6,857,041
Net increase / (decrease)
-$302,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insight InvestmentNONE$168,473not reported in the loaded dataset2023
MercerNONE$75,175not reported in the loaded dataset2023
Us BankNONE$54,836not reported in the loaded dataset2023
Mercer Investments, LLCNONE$44,710not reported in the loaded dataset2023
Definiti, LLCNONE$44,410not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$32,968not reported in the loaded dataset2023
Baker Tilly, LlpNONE$400not reported in the loaded dataset2023

Related Form 5500 pages