Valmont Employee Retirement Savings Plan — Form 5500 plan (Valmont Industries, 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, Valmont Employee Retirement Savings Plan is a benefit plan reported by Valmont Industries, Inc. under EIN 47-0351813 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,804 participants and $607,380,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valmont Industries, Inc.
- EIN
- 47-0351813
- Plan number
- 003
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 7,804
- End-of-year plan assets
- $607,380,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,804 | H, C | 20240628091722NAL0000407457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $607,380,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $607,380,327
- Net assets (BOY)
- $540,995,249
Income & contributions
- Employer contributions
- $19,408,192
- Participant contributions
- $38,684,794
- Total contributions
- $61,869,069
- Total income / additions
- $136,426,868
Expenses & distributions
- Benefits paid
- $69,300,576
- Administrative expenses
- $732,314
- Total expenses
- $70,041,790
- Net increase / (decrease)
- $66,385,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $431,142 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $217,881 | not reported in the loaded dataset | 2023 |
| Nayya Health, Inc | OTHER SERVICES | $43,290 | not reported in the loaded dataset | 2023 |
| Sagview Advisory Group, LLC | CONSULTANT | $40,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Valmont Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Nayya Health, Inc — Schedule C compensation
- Sagview Advisory Group, LLC — Schedule C compensation