Dana Limited Master Trust — 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 Limited Master Trust is a benefit plan reported by Dana Limited under EIN 26-1318190 and plan number 143. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $532,320,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dana Limited
- EIN
- 26-1318190
- Plan number
- 143
- Plan type
- 4
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $532,320,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011074847NAL0010708595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $532,320,607
- Total liabilities (EOY)
- $1,727,952
- Net assets (EOY)
- $530,592,655
- Net assets (BOY)
- $537,296,907
Income & contributions
- Total contributions
- $0
- Total income / additions
- $40,001,755
Expenses & distributions
- Benefits paid
- $47,835,828
- Administrative expenses
- $4,898,042
- Total expenses
- $52,733,870
- Net increase / (decrease)
- -$12,732,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,065,359 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $475,355 | $0 | 2023 |
| Goldman Sachs Asset Management, Lp | INVESTMENT MANAGER | $425,734 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | NONE | $265,282 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management, Inc. | NONE | $103,084 | not reported in the loaded dataset | 2023 |
| Rehmann Robson, LLC | NONE | $96,500 | not reported in the loaded dataset | 2023 |
| Townsend Holdings LLC | NONE | $83,250 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $72,823 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $37,364 | $0 | 2023 |
| Brookfield Strategic Re Partnrs LLC | NONE | $0 | $6,939 | 2023 |
| Prudential Bank And Trust Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dana Limited
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Gamco Asset Management, Inc. — Schedule C compensation
- Rehmann Robson, LLC — Schedule C compensation
- Townsend Holdings LLC — Schedule C compensation
- Aetna — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Brookfield Strategic Re Partnrs LLC — Schedule C compensation
- Prudential Bank And Trust Co — Schedule C compensation