Vontier Union Retirement Savings Plan — Form 5500 plan (Vontier Business Services LLC)

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, Vontier Union Retirement Savings Plan is a benefit plan reported by Vontier Business Services LLC under EIN 85-2604205 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,160 participants and $60,874,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vontier Business Services LLC
EIN
85-2604205
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
1,160
End-of-year plan assets
$60,874,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,160H, C20240924135643NAL0007486563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,874,890
Total liabilities (EOY)
$0
Net assets (EOY)
$60,874,890
Net assets (BOY)
$57,655,529

Income & contributions

Employer contributions
$2,331,992
Participant contributions
$2,260,917
Total contributions
$4,592,909
Total income / additions
$12,972,836

Expenses & distributions

Benefits paid
$9,607,850
Administrative expenses
$76,649
Total expenses
$9,753,475
Net increase / (decrease)
$3,219,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$51,735not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$25,046not reported in the loaded dataset2023

Related Form 5500 pages