Wolverine Tube Savings Plan — Form 5500 plan (Wolverine Tube, 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, Wolverine Tube Savings Plan is a benefit plan reported by Wolverine Tube, Inc. under EIN 63-0970812 and plan number 003. The latest loaded filing year is 2023. The filing reports 379 participants and $13,530,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolverine Tube, Inc.
EIN
63-0970812
Plan number
003
Plan type
2
Location
Decatur, AL
Latest filing year
2023
Participants
379
End-of-year plan assets
$13,530,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20241010151227NAL0021314913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,530,860
Total liabilities (EOY)
$0
Net assets (EOY)
$13,530,860
Net assets (BOY)
$12,768,005

Income & contributions

Employer contributions
$422,667
Participant contributions
$632,762
Total contributions
$1,273,165
Total income / additions
$3,311,565

Expenses & distributions

Benefits paid
$2,446,306
Administrative expenses
$102,404
Total expenses
$2,548,710
Net increase / (decrease)
$762,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$73,638$32023
Enza Financial LLCNONE$27,958not reported in the loaded dataset2023
National Financial Services, LLCNONE$0$162023

Related Form 5500 pages