2023 Form 5500 filing — United Refractories Co. Thrift 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 20241014134431NAL0053794034002) for United Refractories Co. Thrift Savings Plan, reported by United Refractories Co. under EIN 25-1256814 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134431NAL0053794034002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Refractories Co.
- EIN
- 25-1256814
- Plan number
- 001
- Location
- Mcmurray, PA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,644,625
- Net assets (EOY)
- $9,644,625
- Employer contributions
- $308,236
- Participant contributions
- $660,453
- Total income / additions
- $2,532,439
- Benefits paid
- $432,406
- Administrative expenses
- $43,272
- Total expenses
- $475,678
- Net increase / (decrease)
- $2,056,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $40,832 | not reported in the loaded dataset |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $20,471 |
| Definiti LLC | CONTRACT ADMIN | $4,173 | $8,296 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,846 | not reported in the loaded dataset |