B&W Pension Trust — Form 5500 plan (The Babcock & Wilcox 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, B&W Pension Trust is a benefit plan reported by The Babcock & Wilcox Company under EIN 13-2933685 and plan number 034. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $684,486,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Babcock & Wilcox Company
- EIN
- 13-2933685
- Plan number
- 034
- Plan type
- 4
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $684,486,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015122044NAL0056090210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $684,486,958
- Total liabilities (EOY)
- $1,784,802
- Net assets (EOY)
- $682,702,156
- Net assets (BOY)
- $725,303,337
Income & contributions
- Total contributions
- $0
- Total income / additions
- $37,003,133
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,542,523
- Total expenses
- $7,542,523
- Net increase / (decrease)
- $29,460,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vantage Corp. | NONE | $962,650 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $499,220 | $0 | 2023 |
| Buck Global, LLC | NONE | $402,484 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $260,000 | not reported in the loaded dataset | 2023 |
| Sidley Austin Llp | NONE | $170,691 | not reported in the loaded dataset | 2023 |
| Brock Fiduciary Services | NONE | $152,125 | not reported in the loaded dataset | 2023 |
| Troutman Sanders Llp | NONE | $83,184 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Babcock & Wilcox Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Vantage Corp. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Sidley Austin Llp — Schedule C compensation
- Brock Fiduciary Services — Schedule C compensation
- Troutman Sanders Llp — Schedule C compensation