2023 Form 5500 filing — Peterbilt Nashville - Local 1832 Uaw Retirement
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711163654NAL0009557171001) for Peterbilt Nashville - Local 1832 Uaw Retirement, reported by Paccar, Inc under EIN 91-0351110 and plan number 030. It reports 880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711163654NAL0009557171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paccar, Inc
- EIN
- 91-0351110
- Plan number
- 030
- Location
- Bellevue, WA
- Participants
- 880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,800,769
- Total liabilities (EOY)
- $163,365
- Net assets (EOY)
- $90,637,404
- Total income / additions
- $7,228,702
- Benefits paid
- $7,397,373
- Administrative expenses
- $469,035
- Total expenses
- $7,866,408
- Net increase / (decrease)
- -$637,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank Russell Trust Co | NONE | $224,318 | $0 |
| Usi Consulting | NONE | $114,479 | not reported in the loaded dataset |
| Ernst & Young | NONE | $28,375 | $0 |
| State Street Corporation | NONE | $17,383 | $0 |