2023 Form 5500 filing — Uponor North America Retirement Savings And Investment 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 20241003195126NAL0006064371001) for Uponor North America Retirement Savings And Investment Plan, reported by Uponor North America, Inc. under EIN 36-3306746 and plan number 001. It reports 1,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$89.3MReported net assets$89,329,484

Participants1.2K1,180

Provider compensation$138.7K4 Schedule C row(s)$138,718

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003195126NAL0006064371001
Plan sponsor: Uponor North America, Inc.
EIN: 36-3306746
Plan number: 001
Location: Apple Valley, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$89.3M total assets

Net assets$89.3MLiabilities$0

Money in vs. money out

Total income / additions$21.2M

Total expenses$8.9M

Benefits paid / distributions$8.7M

Contributions

Employer$2.6M

Participant$5.5M

Full reported line items

Total assets (EOY): $89,329,484
Total liabilities (EOY): $0
Net assets (EOY): $89,329,484
Employer contributions: $2,622,223
Participant contributions: $5,548,578
Total income / additions: $21,238,497
Benefits paid: $8,739,522
Administrative expenses: $118,967
Total expenses: $8,858,489
Net increase / (decrease): $12,380,008

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Milliman, Inc.$91.2K
NONE · Direct $91.2K
2
Sageview Advisory Group$27.8K
NONE · Direct $27.8K
3
Charles Schwab Trust Bank$19.8K
NONE · Direct $31 · Indirect $19.8K
4
Charles Schwab & Co., Inc.$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003195126NAL0006064371001 cover?: It is the 2023 Form 5500 filing for Uponor North America Retirement Savings And Investment Plan, reported by Uponor North America, Inc. (EIN 36-3306746).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).