2023 Form 5500 filing — The Teknor Apex Company Retirement 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 20240915190034NAL0001927026001) for The Teknor Apex Company Retirement Plan, reported by Teknor Apex Company under EIN 05-0306609 and plan number 003. It reports 1,864 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240915190034NAL0001927026001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teknor Apex Company
- EIN
- 05-0306609
- Plan number
- 003
- Location
- Pawtucket, RI
- Participants
- 1,864
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,835,000
- Total liabilities (EOY)
- $1,445,671
- Net assets (EOY)
- $233,389,329
- Employer contributions
- $8,223,000
- Total income / additions
- $25,781,343
- Benefits paid
- $12,178,221
- Administrative expenses
- $2,769,302
- Total expenses
- $14,947,523
- Net increase / (decrease)
- $10,833,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Associates LLC | NONE | $560,322 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $249,942 | not reported in the loaded dataset |
| Clarion Partners | NONE | $156,154 | not reported in the loaded dataset |
| Ubs Global Asset Management | NONE | $122,794 | not reported in the loaded dataset |
| Income Research & Management Collec | NONE | $72,109 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $41,501 | not reported in the loaded dataset |
| Kiltearn Partners | NONE | $34,471 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $33,782 | not reported in the loaded dataset |
| Arrow Street Capital | NONE | $32,007 | not reported in the loaded dataset |
| Marcum Llp | NONE | $32,000 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $23,015 | not reported in the loaded dataset |
| Rhumbline Advisers | NONE | $9,922 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $7,002 | not reported in the loaded dataset |