Plan5500

Peterbilt Nashville - Local 1832 Uaw Retirement — Form 5500 plan (Paccar, 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, Peterbilt Nashville - Local 1832 Uaw Retirement is a benefit plan reported by Paccar, Inc under EIN 91-0351110 and plan number 030. The latest loaded filing year is 2023. The filing reports 880 participants and $90,800,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paccar, Inc
EIN
91-0351110
Plan number
030
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
880
End-of-year plan assets
$90,800,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023880H, C20240711163654NAL0009557171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,800,769
Total liabilities (EOY)
$163,365
Net assets (EOY)
$90,637,404
Net assets (BOY)
$91,275,110

Income & contributions

Total contributions
$0
Total income / additions
$7,228,702

Expenses & distributions

Benefits paid
$7,397,373
Administrative expenses
$469,035
Total expenses
$7,866,408
Net increase / (decrease)
-$637,706

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frank Russell Trust CoNONE$224,318$02023
Usi ConsultingNONE$114,479not reported in the loaded dataset2023
Ernst & YoungNONE$28,375$02023
State Street CorporationNONE$17,383$02023

Related Form 5500 pages