Voestalpine High Performance Metals Retirement Plan — Form 5500 plan (Bohler-Uddeholm Corporation)
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, Voestalpine High Performance Metals Retirement Plan is a benefit plan reported by Bohler-Uddeholm Corporation under EIN 13-1420260 and plan number 003. The latest loaded filing year is 2023. The filing reports 861 participants and $75,191,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bohler-Uddeholm Corporation
- EIN
- 13-1420260
- Plan number
- 003
- Plan type
- 2
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 861
- End-of-year plan assets
- $75,191,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 861 | H, C | 20241014104641NAL0044208720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,191,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,191,675
- Net assets (BOY)
- $68,642,779
Income & contributions
- Employer contributions
- $1,747,917
- Participant contributions
- $3,362,682
- Total contributions
- $5,115,956
- Total income / additions
- $15,143,968
Expenses & distributions
- Benefits paid
- $8,413,513
- Administrative expenses
- $181,559
- Total expenses
- $8,595,072
- Net increase / (decrease)
- $6,548,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $112,334 | $0 | 2023 |
| Sageview Advisory Group,LLC | RETAINED BY EMPLOYER | $41,250 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | RETAINED BY EMPLOYER | $27,975 | not reported in the loaded dataset | 2023 |