2023 Form 5500 filing — Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate 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 20241010132404NAL0020138161001) for Unit Drop Forge Co., Inc. Pension Plan For Hourly Rate Employees, reported by Unit Drop Forge Co., Inc. under EIN 39-1316139 and plan number 002. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132404NAL0020138161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unit Drop Forge Co., Inc.
- EIN
- 39-1316139
- Plan number
- 002
- Location
- West Allis, WI
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,614,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,614,881
- Total income / additions
- $1,724,331
- Benefits paid
- $777,039
- Administrative expenses
- $141,621
- Total expenses
- $918,660
- Net increase / (decrease)
- $805,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Bank, N.A. | NONE | $34,306 | $0 |