2023 Form 5500 filing — Alfa Laval Retirement Savings Plan
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 20240903110656NAL0018471953001) for Alfa Laval Retirement Savings Plan, reported by Alfa Laval Inc. under EIN 13-1681631 and plan number 004. It reports 2,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903110656NAL0018471953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfa Laval Inc.
- EIN
- 13-1681631
- Plan number
- 004
- Location
- Richmond, VA
- Participants
- 2,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $299,176,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $299,176,277
- Employer contributions
- $6,373,177
- Participant contributions
- $11,755,283
- Total income / additions
- $56,368,145
- Benefits paid
- $30,693,532
- Administrative expenses
- $283,240
- Total expenses
- $31,271,973
- Net increase / (decrease)
- $25,096,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $207,996 | $0 |
| Sageview Advisory Group, LLC | CONSULTANT | $57,744 | not reported in the loaded dataset |
| Keiter | ACCOUNTANT | $17,500 | not reported in the loaded dataset |