2023 Form 5500 filing — The Bodycote International, Inc. 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 20241008085727NAL0029426384001) for The Bodycote International, Inc. Retirement Plan, reported by Bodycote Imt, Inc. under EIN 04-2438005 and plan number 001. It reports 2,317 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)$131.4MReported net assets$131,445,085

Participants2.3K2,317

Provider compensation$279.7K3 Schedule C row(s)$279,680

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008085727NAL0029426384001
Plan sponsor: Bodycote Imt, Inc.
EIN: 04-2438005
Plan number: 001
Location: Dallas, TX
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)$131.4M total assets

Net assets$131.4MLiabilities—

Money in vs. money out

Total income / additions$30.5M

Total expenses$13.3M

Benefits paid / distributions$12.9M

Contributions

Employer$3.7M

Participant$5.8M

Full reported line items

Total assets (EOY): $131,445,085
Net assets (EOY): $131,445,085
Employer contributions: $3,687,881
Participant contributions: $5,819,948
Total income / additions: $30,503,493
Benefits paid: $12,938,494
Administrative expenses: $279,680
Total expenses: $13,273,325
Net increase / (decrease): $17,230,168

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$258.9K
RECORD KEEPER · Direct $258.9K · Indirect $0
2
Edelman Financial Engines LLC$20.8K
INVESTMENT ADVISOR · Direct $20.8K
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008085727NAL0029426384001 cover?: It is the 2023 Form 5500 filing for The Bodycote International, Inc. Retirement Plan, reported by Bodycote Imt, Inc. (EIN 04-2438005).
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).