Carpenter Technology Corporation — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Carpenter Technology Corporation (EIN 23-0458500) is a plan sponsor located in Reading, PA with 11 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 23-0458500
- Location
- Reading, PA
- Loaded plans
- 12
- Total reported participants
- 24,878
- Total reported plan assets (EOY)
- $1,652,271,788
- Plans with financial data
- 6
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Carpenter Technology Corporation 401(K) Retirement | 020 | 4,761 | $778,068,015 | 2023 |
| General Retirement Plan For Employees Of Carpenter Technology Corporation | 010 | 4,421 | $557,877,753 | 2023 |
| Carpenter Technology Corporation Retiree Health Reimbursement And Life Insurance Plan | 509 | 2,900 | $124,188,108 | 2023 |
| Latrobe Steel Company Pension Plan For Bargaining Unit Employees | 002 | 791 | $81,500,262 | 2023 |
| Carpenter Technology Corporation Master Trust | 026 | not reported in the loaded dataset | $73,687,173 | 2023 |
| Latrobe Company 401(K) Retirement Plan | 019 | 376 | $36,950,477 | 2023 |
| Program Of Insurance Benefits For Employees | 506 | 3,989 | not reported in the loaded dataset | 2023 |
| Travel Accident Insurance Plan For Employees | 501 | 3,685 | not reported in the loaded dataset | 2023 |
| Active Employees Supplemental Death Benefit Plan | 525 | 1,602 | not reported in the loaded dataset | 2023 |
| Carpenter Technology Corporation Severance Plan For Employees | 523 | 1,284 | not reported in the loaded dataset | 2023 |
| Latrobe Steel Company Retiree Group Health Benefits Plan | 530 | 575 | not reported in the loaded dataset | 2023 |
| Latrobe Steel Company Health And Life Benefit Plan | 510 | 494 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Travel Accident Insurance Plan For Employees | 3,685 | — | 20241009152501NAL0019525553001 |
| 2023 | Program Of Insurance Benefits For Employees | 3,989 | — | 20241009154931NAL0033295040001 |
| 2023 | Latrobe Steel Company Health And Life Benefit Plan | 494 | — | 20241009160607NAL0009387923001 |
| 2023 | Latrobe Steel Company Retiree Group Health Benefits Plan | 575 | — | 20241009160824NAL0038401570001 |
| 2023 | Carpenter Technology Corporation Severance Plan For Employees | 1,284 | — | 20241010084157NAL0019815009001 |
| 2023 | Active Employees Supplemental Death Benefit Plan | 1,602 | — | 20241010084220NAL0035290256001 |
| 2023 | Carpenter Technology Corporation Master Trust | not reported in the loaded dataset | H | 20241010122110NAL0009977939001 |
| 2023 | Latrobe Company 401(K) Retirement Plan | 376 | H, C | 20241010122422NAL0011455363001 |