Retirement Income Plan For Employees Of Interface Performance Materials, Inc. — Form 5500 plan (Alkegen)
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, Retirement Income Plan For Employees Of Interface Performance Materials, Inc. is a benefit plan reported by Alkegen under EIN 06-0865505 and plan number 020. The latest loaded filing year is 2023. The filing reports 371 participants and $34,294,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alkegen
- EIN
- 06-0865505
- Plan number
- 020
- Plan type
- 2
- Location
- Glastonbury, CT
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $34,294,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20250415132804NAL0001510387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,294,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,294,685
- Net assets (BOY)
- $35,196,181
Income & contributions
- Employer contributions
- $526,812
- Participant contributions
- $0
- Total contributions
- $526,812
- Total income / additions
- $2,546,901
Expenses & distributions
- Benefits paid
- $3,113,915
- Administrative expenses
- $334,482
- Total expenses
- $3,448,397
- Net increase / (decrease)
- -$901,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | NONE | $51,422 | $0 | 2023 |
| Conrad Siegel | NONE | $30,934 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $18,669 | $0 | 2023 |
| Us Bank, Na | NONE | $15,729 | $0 | 2023 |
| Arga Investment Management, Lp | NONE | $0 | $0 | 2023 |
| Conestoga Capital Advisors, LLC | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Gqg Partners LLC | NONE | $0 | $0 | 2023 |
| Hotchkis & Wiley Capital Management | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Metropolitan West Asset LLC | NONE | $0 | $0 | 2023 |
| Principal Global Investors LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alkegen
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Glastonbury, CT
- Fiducient Advisors LLC — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Arga Investment Management, Lp — Schedule C compensation
- Conestoga Capital Advisors, LLC — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation
- Hotchkis & Wiley Capital Management — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Metropolitan West Asset LLC — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation