United Refractories Co. Thrift Savings Plan — Form 5500 plan (United Refractories Co.)

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, United Refractories Co. Thrift Savings Plan is a benefit plan reported by United Refractories Co. under EIN 25-1256814 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $9,644,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Refractories Co.
EIN
25-1256814
Plan number
001
Plan type
2
Location
Mcmurray, PA
Latest filing year
2023
Participants
127
End-of-year plan assets
$9,644,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241014134431NAL0053794034002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,644,625
Net assets (EOY)
$9,644,625
Net assets (BOY)
$7,587,864

Income & contributions

Employer contributions
$308,236
Participant contributions
$660,453
Total contributions
$1,167,111
Total income / additions
$2,532,439

Expenses & distributions

Benefits paid
$432,406
Administrative expenses
$43,272
Total expenses
$475,678
Net increase / (decrease)
$2,056,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$40,832not reported in the loaded dataset2023
Linsco/Private Ledger CorpBROKER/ADVISOR$0$20,4712023
Definiti LLCCONTRACT ADMIN$4,173$8,2962023
Empower Advisory Group, LLCINVESTMENT MGMT$3,846not reported in the loaded dataset2023

Related Form 5500 pages