Bradford White Corporation Uaw Retirement Income Plan — Form 5500 plan (Bradford White 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, Bradford White Corporation Uaw Retirement Income Plan is a benefit plan reported by Bradford White Corporation under EIN 23-2384646 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,171 participants and $72,273,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradford White Corporation
- EIN
- 23-2384646
- Plan number
- 003
- Plan type
- 2
- Location
- Ambler, PA
- Latest filing year
- 2023
- Participants
- 1,171
- End-of-year plan assets
- $72,273,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,171 | H, C | 20241001151524NAL0003405667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,273,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,273,400
- Net assets (BOY)
- $63,887,893
Income & contributions
- Employer contributions
- $1,800,000
- Total contributions
- $1,800,000
- Total income / additions
- $11,678,294
Expenses & distributions
- Benefits paid
- $2,994,772
- Administrative expenses
- $298,015
- Total expenses
- $3,292,787
- Net increase / (decrease)
- $8,385,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Bank | TRUSTEE | $185,083 | $0 | 2023 |
| Fayez Sarofim And Co | NONE | $24,752 | not reported in the loaded dataset | 2023 |
| Polen Capital Management, LLC | NONE | $21,834 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors, LLC | NONE | $19,916 | not reported in the loaded dataset | 2023 |
| Gannett Welsh And Kotler | NONE | $15,081 | not reported in the loaded dataset | 2023 |
| Delaware Capital Mngmnt Adviser Inc | NONE | $14,465 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $9,930 | not reported in the loaded dataset | 2023 |
| Neuberger And Berman | NONE | $6,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradford White Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ambler, PA
- Pnc Bank — Schedule C compensation
- Fayez Sarofim And Co — Schedule C compensation
- Polen Capital Management, LLC — Schedule C compensation
- Madison Investment Advisors, LLC — Schedule C compensation
- Gannett Welsh And Kotler — Schedule C compensation
- Delaware Capital Mngmnt Adviser Inc — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Neuberger And Berman — Schedule C compensation