2023 Form 5500 filing — Dana Hourly Bargained Retirement And Savings 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 20241014082721NAL0052791602001) for Dana Hourly Bargained Retirement And Savings Plan, reported by Dana Limited under EIN 26-1318190 and plan number 106. It reports 8,277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082721NAL0052791602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dana Limited
- EIN
- 26-1318190
- Plan number
- 106
- Location
- Maumee, OH
- Participants
- 8,277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $256,140,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $256,140,145
- Employer contributions
- $5,714,550
- Participant contributions
- $11,317,304
- Total income / additions
- $53,900,567
- Benefits paid
- $23,411,388
- Administrative expenses
- $562,832
- Total expenses
- $24,095,756
- Net increase / (decrease)
- $29,804,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $502,899 | $0 |
| Goldman Sachs | NONE | $58,690 | not reported in the loaded dataset |
| Rehmann Robson LLC | NONE | $26,000 | not reported in the loaded dataset |