Dana Hourly Bargained Retirement And Savings Plan — Form 5500 plan (Dana Limited)

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, Dana Hourly Bargained Retirement And Savings Plan is a benefit plan reported by Dana Limited under EIN 26-1318190 and plan number 106. The latest loaded filing year is 2023. The filing reports 8,277 participants and $256,140,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dana Limited
EIN
26-1318190
Plan number
106
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
8,277
End-of-year plan assets
$256,140,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,277H, C20241014082721NAL0052791602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$256,140,145
Total liabilities (EOY)
$0
Net assets (EOY)
$256,140,145
Net assets (BOY)
$226,889,898

Income & contributions

Employer contributions
$5,714,550
Participant contributions
$11,317,304
Total contributions
$17,236,473
Total income / additions
$53,900,567

Expenses & distributions

Benefits paid
$23,411,388
Administrative expenses
$562,832
Total expenses
$24,095,756
Net increase / (decrease)
$29,804,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$502,899$02023
Goldman SachsNONE$58,690not reported in the loaded dataset2023
Rehmann Robson LLCNONE$26,000not reported in the loaded dataset2023

Related Form 5500 pages