2023 Form 5500 filing — Walbro LLC Uaw Local No. 9699 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 20241014190417NAL0013771907001) for Walbro LLC Uaw Local No. 9699 Pension Plan, reported by Walbro LLC under EIN 38-2968944 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.1MReported net assets$8,078,419
Participants229
Provider compensation$82.3K4 Schedule C row(s)$82,294
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014190417NAL0013771907001
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 002
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,078,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,078,419
- Employer contributions
- $75,000
- Total income / additions
- $869,749
- Benefits paid
- $586,515
- Administrative expenses
- $169,382
- Total expenses
- $755,897
- Net increase / (decrease)
- $113,852
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INV. ADVISORY | $25,000 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARIAL | $24,651 | not reported in the loaded dataset |
| Beach, Fleischmann & Co. | AUDIT | $21,700 | not reported in the loaded dataset |
| Comerica | TRUSTEE | $10,943 | $0 |