Mahle Behr Usa, Inc Master Trust — Form 5500 plan (Mahle Behr Usa Inc.)

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, Mahle Behr Usa, Inc Master Trust is a benefit plan reported by Mahle Behr Usa Inc. under EIN 27-2279355 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $28,861,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mahle Behr Usa Inc.
EIN
27-2279355
Plan number
006
Plan type
4
Location
Troy, MI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$28,861,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250711125143NAL0004678531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,861,239
Total liabilities (EOY)
$0
Net assets (EOY)
$28,861,239
Net assets (BOY)
$31,169,288

Income & contributions

Total contributions
$0
Total income / additions
$1,961,534

Expenses & distributions

Benefits paid
$0
Administrative expenses
$959,955
Total expenses
$959,955
Net increase / (decrease)
$1,001,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$303,686not reported in the loaded dataset2023
Towers Watson Investment ServicesNONE$104,561not reported in the loaded dataset2023
Plante And MoranNONE$62,900not reported in the loaded dataset2023
Comerica BankTRUSTEE$19,819$02023
Jp Morgan ChaseNONE$17,199not reported in the loaded dataset2023
Alight Solutions LLCNONE$13,375not reported in the loaded dataset2023

Related Form 5500 pages