General Retirement Plan For Employees Of Carpenter Technology Corporation — 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, General Retirement Plan For Employees Of Carpenter Technology Corporation is a benefit plan reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 010. The latest loaded filing year is 2023. The filing reports 4,421 participants and $557,877,753 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
- 010
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 4,421
- End-of-year plan assets
- $557,877,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,421 | H, C | 20241011150719NAL0023036289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $557,877,753
- Total liabilities (EOY)
- $163,425
- Net assets (EOY)
- $557,714,328
- Net assets (BOY)
- $590,751,000
Income & contributions
- Total income / additions
- $45,744,385
Expenses & distributions
- Benefits paid
- $74,091,285
- Administrative expenses
- $4,689,772
- Total expenses
- $78,781,057
- Net increase / (decrease)
- -$33,036,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | PLAN ACTUARY | $645,366 | not reported in the loaded dataset | 2023 |
| Alight | PLAN ADMINISTRATOR | $284,799 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | TRUSTEE | $200,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $110,008 | not reported in the loaded dataset | 2023 |
| Blackrock Capital Management, Inc. | INVESTMENT MANAGER | $68,615 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | INVESTMENT MANAGER | $57,017 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | PLAN AUDITOR | $29,750 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | NONE | $14,203 | 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
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Blackrock Capital Management, Inc. — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- The Vanguard Group — Schedule C compensation