2023 Form 5500 filing — Carpenter Technology Corporation Retiree Health Reimbursement And Life Insurance 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 20241014182102NAL0015411299003) for Carpenter Technology Corporation Retiree Health Reimbursement And Life Insurance Plan, reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 509. It reports 2,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182102NAL0015411299003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 509
- Location
- Reading, PA
- Participants
- 2,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,188,108
- Total liabilities (EOY)
- $1,925,319
- Net assets (EOY)
- $122,262,789
- Employer contributions
- $490,489
- Total income / additions
- $27,948,186
- Benefits paid
- $10,393,067
- Administrative expenses
- $5,957,330
- Total expenses
- $16,350,397
- Net increase / (decrease)
- $11,597,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential | NONE | $3,265,657 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $142,747 | not reported in the loaded dataset |
| Wex | NONE | $59,908 | not reported in the loaded dataset |
| Schneider Downs& Co., Inc | NONE | $39,000 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | NONE | $16,500 | not reported in the loaded dataset |