Precision Castparts Corp. Retirement Plan — Form 5500 plan (Precision Castparts Corp.)
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, Precision Castparts Corp. Retirement Plan is a benefit plan reported by Precision Castparts Corp. under EIN 93-0460598 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,300 participants and $1,050,068,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Precision Castparts Corp.
- EIN
- 93-0460598
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 8,300
- End-of-year plan assets
- $1,050,068,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,300 | H, C | 20241014142605NAL0026404033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,050,068,390
- Total liabilities (EOY)
- $160,215
- Net assets (EOY)
- $1,049,908,175
- Net assets (BOY)
- $917,816,845
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $168,815,911
Expenses & distributions
- Benefits paid
- $34,920,301
- Administrative expenses
- $1,804,280
- Total expenses
- $36,724,581
- Net increase / (decrease)
- $132,091,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | N/A | $854,815 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | N/A | $115,275 | $0 | 2023 |
| Baker Tilly Us, Llp | N/A | $27,435 | not reported in the loaded dataset | 2023 |
| Stoel Rives Llp | N/A | $16,410 | not reported in the loaded dataset | 2023 |
| Gisi Marketing Group | N/A | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Precision Castparts Corp.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lake Oswego, OR
- Milliman, Inc. — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Gisi Marketing Group — Schedule C compensation