Victaulic Retirement Plan For Bargaining Unit Employees — Form 5500 plan (Victaulic 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, Victaulic Retirement Plan For Bargaining Unit Employees is a benefit plan reported by Victaulic Company under EIN 22-1501729 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,120 participants and $125,263,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Victaulic Company
EIN
22-1501729
Plan number
005
Plan type
2
Location
Easton, PA
Latest filing year
2023
Participants
1,120
End-of-year plan assets
$125,263,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,120H, C20241015101504NAL0029224625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,263,892
Total liabilities (EOY)
$0
Net assets (EOY)
$125,263,892
Net assets (BOY)
$110,472,569

Income & contributions

Total contributions
$0
Total income / additions
$18,895,459

Expenses & distributions

Benefits paid
$3,988,670
Administrative expenses
$115,466
Total expenses
$4,104,136
Net increase / (decrease)
$14,791,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State Street Global Advisors TrustNONE$115,466$02023

Related Form 5500 pages