Plan5500

Nortek Retirement Plan — Form 5500 plan (Broan-Nutone LLC)

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, Nortek Retirement Plan is a benefit plan reported by Broan-Nutone LLC under EIN 05-0504397 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,071 participants and $49,740,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Broan-Nutone LLC
EIN
05-0504397
Plan number
008
Plan type
2
Location
Hartford, WI
Latest filing year
2023
Participants
1,071
End-of-year plan assets
$49,740,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,071H, C20241015075747NAL0015962083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,740,801
Net assets (EOY)
$49,740,801
Net assets (BOY)
$50,176,752

Income & contributions

Total income / additions
$5,491,399

Expenses & distributions

Benefits paid
$5,333,706
Administrative expenses
$593,644
Total expenses
$5,927,350
Net increase / (decrease)
-$435,951

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Bank Of New York Mellonnot reported in the loaded dataset$128,722not reported in the loaded dataset2023
Summit Financial Corporationnot reported in the loaded dataset$93,500not reported in the loaded dataset2023
Baker Tilly Virchow Krause Llpnot reported in the loaded dataset$29,300not reported in the loaded dataset2023
Jackson Lewis P.C.not reported in the loaded dataset$10,815not reported in the loaded dataset2023

Related Form 5500 pages