Latrobe Steel Company Pension Plan For Bargaining Unit Employees — Form 5500 plan (Carpenter Technology 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, Latrobe Steel Company Pension Plan For Bargaining Unit Employees is a benefit plan reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 002. The latest loaded filing year is 2023. The filing reports 791 participants and $81,500,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 002
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $81,500,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20241011150215NAL0023015265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,500,262
- Total liabilities (EOY)
- $44,013
- Net assets (EOY)
- $81,456,249
- Net assets (BOY)
- $72,978,000
Income & contributions
- Employer contributions
- $9,896,778
- Total contributions
- $9,896,778
- Total income / additions
- $16,951,485
Expenses & distributions
- Benefits paid
- $7,551,474
- Administrative expenses
- $921,762
- Total expenses
- $8,473,236
- Net increase / (decrease)
- $8,478,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ACTUARY | $206,415 | not reported in the loaded dataset | 2023 |
| Alight | PLAN ADMINISTRATOR | $50,638 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | PLAN AUDITOR | $29,300 | not reported in the loaded dataset | 2023 |
| Bank Of America Merrill Lynch | INVESTMENT MANAGER | $22,978 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $22,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenter Technology Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Willis Towers Watson Us LLC — Schedule C compensation
- Alight — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Bank Of America Merrill Lynch — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation