The Teknor Apex Company Retirement Plan — Form 5500 plan (Teknor Apex Company)
Plain-English plan 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, The Teknor Apex Company Retirement Plan is a benefit plan reported by Teknor Apex Company under EIN 05-0306609 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,864 participants and $234,835,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teknor Apex Company
- EIN
- 05-0306609
- Plan number
- 003
- Plan type
- 2
- Location
- Pawtucket, RI
- Latest filing year
- 2023
- Participants
- 1,864
- End-of-year plan assets
- $234,835,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,864 | H, C | 20240915190034NAL0001927026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,835,000
- Total liabilities (EOY)
- $1,445,671
- Net assets (EOY)
- $233,389,329
- Net assets (BOY)
- $222,555,509
Income & contributions
- Employer contributions
- $8,223,000
- Total contributions
- $8,223,000
- Total income / additions
- $25,781,343
Expenses & distributions
- Benefits paid
- $12,178,221
- Administrative expenses
- $2,769,302
- Total expenses
- $14,947,523
- Net increase / (decrease)
- $10,833,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Associates LLC | NONE | $560,322 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $249,942 | not reported in the loaded dataset | 2023 |
| Clarion Partners | NONE | $156,154 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | NONE | $122,794 | not reported in the loaded dataset | 2023 |
| Income Research & Management Collec | NONE | $72,109 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $41,501 | not reported in the loaded dataset | 2023 |
| Kiltearn Partners | NONE | $34,471 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $33,782 | not reported in the loaded dataset | 2023 |
| Arrow Street Capital | NONE | $32,007 | not reported in the loaded dataset | 2023 |
| Marcum Llp | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $23,015 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers | NONE | $9,922 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $7,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teknor Apex Company
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Pawtucket, RI
- Cambridge Associates LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Clarion Partners — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Income Research & Management Collec — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Kiltearn Partners — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Arrow Street Capital — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation
- State Street Research & Management — Schedule C compensation