2023 Form 5500 filing — Uaw Agreement And Pension 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 20241010141450NAL0021196065001) for Uaw Agreement And Pension Plan, reported by Barnes Group Inc. under EIN 06-0247840 and plan number 001. It reports 1,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141450NAL0021196065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnes Group Inc.
- EIN
- 06-0247840
- Plan number
- 001
- Location
- Bristol, CT
- Participants
- 1,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,883,542
- Total liabilities (EOY)
- $43,277
- Net assets (EOY)
- $80,840,265
- Employer contributions
- $0
- Total income / additions
- $9,697,036
- Benefits paid
- $5,940,102
- Administrative expenses
- $854,579
- Total expenses
- $6,794,681
- Net increase / (decrease)
- $2,902,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $288,899 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $203,348 | $0 |
| Nelson Mullins Riley & Scarborough | NONE | $9,349 | not reported in the loaded dataset |
| Fiondella, Milone & Lasaracina Llp | NONE | $7,375 | not reported in the loaded dataset |