2023 Form 5500 filing — Sumitomo Rubber Usa, LLC Master Retirement Trust
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 20241015064815NAL0055025394001) for Sumitomo Rubber Usa, LLC Master Retirement Trust, reported by Sumitomo Rubber Usa, LLC under EIN 34-1899137 and plan number 020. 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
- 20241015064815NAL0055025394001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Sumitomo Rubber Usa, LLC
- EIN
- 34-1899137
- Plan number
- 020
- Location
- Buffalo, NY
- 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)
- $349,211,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $349,211,265
- Total income / additions
- $27,817,959
- Benefits paid
- $0
- Administrative expenses
- $949,794
- Total expenses
- $949,794
- Net increase / (decrease)
- $26,868,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Service | NONE | $387,718 | not reported in the loaded dataset |
| Northern Trust | NONE | $134,604 | not reported in the loaded dataset |
| Income Research & Management | NONE | $100,408 | not reported in the loaded dataset |
| Blackrock | NONE | $14,522 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | NONE | $13,622 | not reported in the loaded dataset |