Yale Security Inc. Bargaining Unit Pension Plan — Form 5500 plan (Assa Abloy 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, Yale Security Inc. Bargaining Unit Pension Plan is a benefit plan reported by Assa Abloy Inc. under EIN 93-0925319 and plan number 005. The latest loaded filing year is 2023. The filing reports 231 participants and $18,870,121 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,835,883
Participants231Covered participants reported
Assets / participant$81.7KComputed: assets ÷ participants$81,689 (computed)
Provider compensation$67.3K2 Schedule C provider row(s)$67,349
Plan sponsor
Assa Abloy Inc.
EIN
93-0925319
Plan number
005
Plan type
2
Location
New Haven, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241013125549NAL0014071827001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.9M total assets
Net assets$18.8MLiabilities$34.2K
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Full reported line items

Net assets

Total assets (EOY)
$18,870,121
Total liabilities (EOY)
$34,238
Net assets (EOY)
$18,835,883
Net assets (BOY)
$18,314,266

Income & contributions

Total contributions
$0
Total income / additions
$2,088,265

Expenses & distributions

Benefits paid
$1,477,122
Administrative expenses
$89,526
Total expenses
$1,566,648
Net increase / (decrease)
$521,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$36,049not reported in the loaded dataset2023
Cohnreznick LlpNONE$31,300not reported in the loaded dataset2023

Related Form 5500 pages