2023 Form 5500 filing — Cae Usa Inc Savings Investment And Employee Benefit Plan Number 1
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 20241002155924NAL0004188131001) for Cae Usa Inc Savings Investment And Employee Benefit Plan Number 1, reported by Cae Usa, Inc. under EIN 51-0311065 and plan number 004. It reports 5,624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002155924NAL0004188131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cae Usa, Inc.
- EIN
- 51-0311065
- Plan number
- 004
- Location
- Tampa, FL
- Participants
- 5,624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $479,631,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $479,631,684
- Employer contributions
- $18,682,281
- Participant contributions
- $44,771,531
- Total income / additions
- $143,114,647
- Benefits paid
- $40,286,149
- Administrative expenses
- $561,589
- Total expenses
- $40,851,752
- Net increase / (decrease)
- $102,262,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | RECORDKEEPER | $386,907 | not reported in the loaded dataset |
| Vanguard Advisers, Inc. | INVESTMENT ADVISORY | $149,575 | not reported in the loaded dataset |