Libbey Supplemental Retirement Plan — Form 5500 plan (Libbey Glass LLC)

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, Libbey Supplemental Retirement Plan is a benefit plan reported by Libbey Glass LLC under EIN 22-2784107 and plan number 002. The latest loaded filing year is 2023. The filing reports 936 participants and $38,122,713 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.1MPlan net assets, end of year$38,122,713
Participants936Covered participants reported
Assets / participant$40.7KComputed: assets ÷ participants$40,729 (computed)
Provider compensation$79.4K3 Schedule C provider row(s)$79,428
Plan sponsor
Libbey Glass LLC
EIN
22-2784107
Plan number
002
Plan type
2
Location
Toledo, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023936H, C20241009091154NAL0010464115001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$38.1M total assets
Net assets$38.1MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$5M
Benefits paid / distributions$4.8M
Contributions
Employer$540.5K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$38,122,713
Total liabilities (EOY)
$0
Net assets (EOY)
$38,122,713
Net assets (BOY)
$35,030,785

Income & contributions

Employer contributions
$540,454
Participant contributions
$1,560,588
Total contributions
$2,222,417
Total income / additions
$8,471,606

Expenses & distributions

Benefits paid
$4,845,750
Administrative expenses
$79,428
Total expenses
$4,963,007
Net increase / (decrease)
$3,508,599
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$52,625not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$23,903$02023
Clearstead Advisors LLCINVESTMENT ADVISOR$2,900not reported in the loaded dataset2023

Related Form 5500 pages