The Timken Co Collective Invmt Tr For Ret Trusts — Form 5500 plan (The Timken Company)
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, The Timken Co Collective Invmt Tr For Ret Trusts is a benefit plan reported by The Timken Company under EIN 34-0577130 and plan number 499. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $198,846,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Timken Company
- EIN
- 34-0577130
- Plan number
- 499
- Plan type
- 4
- Location
- North Canton, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $198,846,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015062140NAL0046826576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,846,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,846,778
- Net assets (BOY)
- $200,815,521
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,155,516
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $500,291
- Total expenses
- $500,291
- Net increase / (decrease)
- $14,655,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Investment Services | NONE | $242,531 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $201,011 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $27,187 | not reported in the loaded dataset | 2023 |
| Fidelity Inst Asset Management | NONE | $25,054 | not reported in the loaded dataset | 2023 |
| Northern Trust Investments Inc | TRUSTEE | $591 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Timken Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in North Canton, OH
- Towers Watson Investment Services — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Fidelity Inst Asset Management — Schedule C compensation
- Northern Trust Investments Inc — Schedule C compensation