2023 Form 5500 filing — Parker 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 20240926075224NAL0000682016001) for Parker Retirement Savings Plan, reported by Parker Hannifin Corporation under EIN 34-0451060 and plan number 075. It reports 36,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926075224NAL0000682016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parker Hannifin Corporation
- EIN
- 34-0451060
- Plan number
- 075
- Location
- Cleveland, OH
- Participants
- 36,654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,247,087,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,247,087,719
- Employer contributions
- $181,767,195
- Participant contributions
- $215,621,048
- Total income / additions
- $2,002,536,975
- Benefits paid
- $701,330,775
- Administrative expenses
- $2,151,559
- Total expenses
- $703,881,799
- Net increase / (decrease)
- $1,298,655,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,539,070 | $0 |
| Callan LLC | INVESTMENT ADVISOR | $566,667 | not reported in the loaded dataset |
| Alight Solutions LLC | CONSULTANT | $58,936 | not reported in the loaded dataset |