2023 Form 5500 filing — Owens Corning Merged 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 20241015122245NAL0028402689004) for Owens Corning Merged Retirement Plan, reported by Owens Corning under EIN 43-2109021 and plan number 001. It reports 9,194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122245NAL0028402689004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owens Corning
- EIN
- 43-2109021
- Plan number
- 001
- Location
- Toledo, OH
- Participants
- 9,194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $340,708,152
- Total liabilities (EOY)
- $506,397
- Net assets (EOY)
- $340,201,755
- Total income / additions
- $27,953,037
- Benefits paid
- $282,651,122
- Administrative expenses
- $6,336,377
- Total expenses
- $288,987,499
- Net increase / (decrease)
- -$261,034,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Asset Mgt. | NONE | $557,610 | not reported in the loaded dataset |
| American Express Asset Management | NONE | $307,257 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $303,629 | $0 |
| Aon Consulting | NONE | $281,585 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $214,291 | $0 |
| Ryan Labs Asset Management | NONE | $156,651 | not reported in the loaded dataset |
| Wilshire Associates Incorporated | NONE | $146,667 | not reported in the loaded dataset |
| Sun Life Investment Mgt. Us, Inc. | NONE | $140,287 | not reported in the loaded dataset |
| Oc Sales, LLC | AFFILIATE OF PLAN SPONSOR | $108,896 | not reported in the loaded dataset |
| Macquarie Investment Management | NONE | $87,503 | $0 |
| Blackrock Financial Management | NONE | $69,890 | $0 |
| Plante & Moran Pllc | NONE | $40,000 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | AUDITOR | $24,650 | not reported in the loaded dataset |