2023 Form 5500 filing — Roller Bearing Company Of America, Inc. Union Pension 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 20241015135657NAL0048244592001) for Roller Bearing Company Of America, Inc. Union Pension Plan, reported by Rbc Bearings Incorporated under EIN 13-3426227 and plan number 047. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135657NAL0048244592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rbc Bearings Incorporated
- EIN
- 13-3426227
- Plan number
- 047
- Location
- Oxford, CT
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,039,832
- Total liabilities (EOY)
- $17,314
- Net assets (EOY)
- $9,022,518
- Total income / additions
- $329,981
- Benefits paid
- $15,784,334
- Administrative expenses
- $94,707
- Total expenses
- $15,879,041
- Net increase / (decrease)
- -$15,549,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group, Inc. | RECORDKEEPING | $9,580 | not reported in the loaded dataset |
| Vanguard Group, Inc. | TRUSTEE | $5,977 | not reported in the loaded dataset |