2023 Form 5500 filing — The Timken Co Collective Invmt Tr For Ret Trusts
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 20241015062140NAL0046826576001) for The Timken Co Collective Invmt Tr For Ret Trusts, reported by The Timken Company under EIN 34-0577130 and plan number 499. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015062140NAL0046826576001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Timken Company
- EIN
- 34-0577130
- Plan number
- 499
- Location
- North Canton, OH
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,846,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,846,778
- Total income / additions
- $15,155,516
- Benefits paid
- $0
- Administrative expenses
- $500,291
- Total expenses
- $500,291
- Net increase / (decrease)
- $14,655,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Services | NONE | $242,531 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $201,011 | $0 |
| Willis Towers Watson Us LLC | NONE | $27,187 | not reported in the loaded dataset |
| Fidelity Inst Asset Management | NONE | $25,054 | not reported in the loaded dataset |
| Northern Trust Investments Inc | TRUSTEE | $591 | $0 |