2023 Form 5500 filing — Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees
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 20241009144404NAL0018566705001) for Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees, reported by Twin Disc, Incorporated under EIN 39-0667110 and plan number 004. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144404NAL0018566705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twin Disc, Incorporated
- EIN
- 39-0667110
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,587,204
- Total liabilities (EOY)
- $58,462
- Net assets (EOY)
- $58,528,742
- Total income / additions
- $5,268,873
- Benefits paid
- $7,050,274
- Administrative expenses
- $655,133
- Total expenses
- $7,705,407
- Net increase / (decrease)
- -$2,436,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research And Management | NONE | $84,921 | not reported in the loaded dataset |
| Marquette Associates Investment | NONE | $57,166 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $51,500 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $23,587 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $16,600 | not reported in the loaded dataset |
| Bmo Bank Na | NONE | $16,148 | not reported in the loaded dataset |
| Fiduciary Trust International | NONE | $15,094 | not reported in the loaded dataset |
| Lsv Management | NONE | $8,509 | not reported in the loaded dataset |