2023 Form 5500 filing — B&W Pension 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 20241015122044NAL0056090210001) for B&W Pension Trust, reported by The Babcock & Wilcox Company under EIN 13-2933685 and plan number 034. 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
- 20241015122044NAL0056090210001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Babcock & Wilcox Company
- EIN
- 13-2933685
- Plan number
- 034
- Location
- Akron, 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)
- $684,486,958
- Total liabilities (EOY)
- $1,784,802
- Net assets (EOY)
- $682,702,156
- Total income / additions
- $37,003,133
- Benefits paid
- $0
- Administrative expenses
- $7,542,523
- Total expenses
- $7,542,523
- Net increase / (decrease)
- $29,460,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vantage Corp. | NONE | $962,650 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $499,220 | $0 |
| Buck Global, LLC | NONE | $402,484 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $260,000 | not reported in the loaded dataset |
| Sidley Austin Llp | NONE | $170,691 | not reported in the loaded dataset |
| Brock Fiduciary Services | NONE | $152,125 | not reported in the loaded dataset |
| Troutman Sanders Llp | NONE | $83,184 | not reported in the loaded dataset |