2023 Form 5500 filing — The Timken-Latrobe-Mpb-Torrington Retirement 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 20241015061852NAL0046821136001) for The Timken-Latrobe-Mpb-Torrington Retirement Plan, reported by The Timken Company under EIN 34-0577130 and plan number 020. It reports 2,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061852NAL0046821136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Timken Company
- EIN
- 34-0577130
- Plan number
- 020
- Location
- North Canton, OH
- Participants
- 2,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,264,503
- Total liabilities (EOY)
- $140,691
- Net assets (EOY)
- $153,123,812
- Employer contributions
- $13,775,000
- Total income / additions
- $21,406,986
- Benefits paid
- $19,090,959
- Administrative expenses
- $3,177,727
- Total expenses
- $22,268,686
- Net increase / (decrease)
- -$861,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,138,222 | not reported in the loaded dataset |
| Goldman Sachs | NONE | $160,106 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $81,258 | not reported in the loaded dataset |
| Bober Markey Fedorovich & Company | NONE | $25,750 | not reported in the loaded dataset |