Roller Bearing Company Of America, Inc. Union Pension Plan — Form 5500 plan (Rbc Bearings Incorporated)

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, Roller Bearing Company Of America, Inc. Union Pension Plan is a benefit plan reported by Rbc Bearings Incorporated under EIN 13-3426227 and plan number 047. The latest loaded filing year is 2023. The filing reports 369 participants and $9,039,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rbc Bearings Incorporated
EIN
13-3426227
Plan number
047
Plan type
2
Location
Oxford, CT
Latest filing year
2023
Participants
369
End-of-year plan assets
$9,039,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20241015135657NAL0048244592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,039,832
Total liabilities (EOY)
$17,314
Net assets (EOY)
$9,022,518
Net assets (BOY)
$24,571,578

Income & contributions

Total contributions
$0
Total income / additions
$329,981

Expenses & distributions

Benefits paid
$15,784,334
Administrative expenses
$94,707
Total expenses
$15,879,041
Net increase / (decrease)
-$15,549,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, Inc.RECORDKEEPING$9,580not reported in the loaded dataset2023
Vanguard Group, Inc.TRUSTEE$5,977not reported in the loaded dataset2023

Related Form 5500 pages