2023 Form 5500 filing — General Retirement Plan For Employees Of Carpenter Technology Corporation
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 20241011150719NAL0023036289001) for General Retirement Plan For Employees Of Carpenter Technology Corporation, reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 010. It reports 4,421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150719NAL0023036289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 010
- Location
- Reading, PA
- Participants
- 4,421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $557,877,753
- Total liabilities (EOY)
- $163,425
- Net assets (EOY)
- $557,714,328
- Total income / additions
- $45,744,385
- Benefits paid
- $74,091,285
- Administrative expenses
- $4,689,772
- Total expenses
- $78,781,057
- Net increase / (decrease)
- -$33,036,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ACTUARY | $645,366 | not reported in the loaded dataset |
| Alight | PLAN ADMINISTRATOR | $284,799 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | TRUSTEE | $200,000 | not reported in the loaded dataset |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $110,008 | not reported in the loaded dataset |
| Blackrock Capital Management, Inc. | INVESTMENT MANAGER | $68,615 | not reported in the loaded dataset |
| Wellington Management Company Llp | INVESTMENT MANAGER | $57,017 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | PLAN AUDITOR | $29,750 | not reported in the loaded dataset |
| The Vanguard Group | NONE | $14,203 | not reported in the loaded dataset |