Carpenter Technology Corporation Retiree Health Reimbursement And Life Insurance Plan — 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, Carpenter Technology Corporation Retiree Health Reimbursement And Life Insurance Plan is a benefit plan reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 509. The latest loaded filing year is 2023. The filing reports 2,900 participants and $124,188,108 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
- 509
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 2,900
- End-of-year plan assets
- $124,188,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,900 | H, C | 20241014182102NAL0015411299003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,188,108
- Total liabilities (EOY)
- $1,925,319
- Net assets (EOY)
- $122,262,789
- Net assets (BOY)
- $110,665,000
Income & contributions
- Employer contributions
- $490,489
- Total contributions
- $490,489
- Total income / additions
- $27,948,186
Expenses & distributions
- Benefits paid
- $10,393,067
- Administrative expenses
- $5,957,330
- Total expenses
- $16,350,397
- Net increase / (decrease)
- $11,597,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential | NONE | $3,265,657 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $142,747 | not reported in the loaded dataset | 2023 |
| Wex | NONE | $59,908 | not reported in the loaded dataset | 2023 |
| Schneider Downs& Co., Inc | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $16,500 | 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
- Prudential — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Wex — Schedule C compensation
- Schneider Downs& Co., Inc — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation