Uaw Agreement And Pension Plan — Form 5500 plan (Barnes Group Inc.)

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, Uaw Agreement And Pension Plan is a benefit plan reported by Barnes Group Inc. under EIN 06-0247840 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,078 participants and $80,883,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnes Group Inc.
EIN
06-0247840
Plan number
001
Plan type
2
Location
Bristol, CT
Latest filing year
2023
Participants
1,078
End-of-year plan assets
$80,883,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,078H, C20241010141450NAL0021196065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,883,542
Total liabilities (EOY)
$43,277
Net assets (EOY)
$80,840,265
Net assets (BOY)
$77,937,910

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$9,697,036

Expenses & distributions

Benefits paid
$5,940,102
Administrative expenses
$854,579
Total expenses
$6,794,681
Net increase / (decrease)
$2,902,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$288,899not reported in the loaded dataset2023
Mercer Investment ManagementNONE$203,348$02023
Nelson Mullins Riley & ScarboroughNONE$9,349not reported in the loaded dataset2023
Fiondella, Milone & Lasaracina LlpNONE$7,375not reported in the loaded dataset2023

Related Form 5500 pages