Plan5500

W.R. Grace & Co. Savings & Investment Plan — Form 5500 plan (W.R. Grace & Co.)

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, W.R. Grace & Co. Savings & Investment Plan is a benefit plan reported by W.R. Grace & Co. under EIN 65-0773649 and plan number 123. The latest loaded filing year is 2023. The filing reports 4,248 participants and $730,298,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W.R. Grace & Co.
EIN
65-0773649
Plan number
123
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
4,248
End-of-year plan assets
$730,298,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,248H, C20241009092115NAL0018083873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$730,298,632
Total liabilities (EOY)
$0
Net assets (EOY)
$730,298,632
Net assets (BOY)
$632,441,467

Income & contributions

Employer contributions
$17,645,004
Participant contributions
$30,608,312
Total contributions
$52,580,662
Total income / additions
$171,166,781

Expenses & distributions

Benefits paid
$73,050,457
Administrative expenses
$215,532
Total expenses
$73,309,616
Net increase / (decrease)
$97,857,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$186,332not reported in the loaded dataset2023
Stout, Causey & HornACCOUNTANT/AUDITOR$29,200not reported in the loaded dataset2023

Related Form 5500 pages