2023 Form 5500 filing — Snap-On Incorporated Union Retiree Health Benefit 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 20241004101549NAL0011296785001) for Snap-On Incorporated Union Retiree Health Benefit Plan, reported by Snap-On Incorporated under EIN 39-0622040 and plan number 600. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101549NAL0011296785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 600
- Location
- Kenosha, WI
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,474,962
- Total liabilities (EOY)
- $62,851
- Net assets (EOY)
- $11,412,111
- Employer contributions
- $15,174
- Participant contributions
- $317,647
- Total income / additions
- $1,667,466
- Benefits paid
- $1,089,559
- Administrative expenses
- $44,866
- Total expenses
- $1,134,425
- Net increase / (decrease)
- $533,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | NONE | $16,000 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $12,728 | not reported in the loaded dataset |
| Bswift | NONE | $10,752 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $5,300 | not reported in the loaded dataset |