Plan5500

Sumitomo Rubber Usa, LLC Master Retirement Trust — Form 5500 plan (Sumitomo Rubber Usa, LLC)

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, Sumitomo Rubber Usa, LLC Master Retirement Trust is a benefit plan reported by Sumitomo Rubber Usa, LLC under EIN 34-1899137 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $349,211,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sumitomo Rubber Usa, LLC
EIN
34-1899137
Plan number
020
Plan type
4
Location
Buffalo, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$349,211,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015064815NAL0055025394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$349,211,265
Total liabilities (EOY)
$0
Net assets (EOY)
$349,211,265
Net assets (BOY)
$349,847,141

Income & contributions

Total contributions
$0
Total income / additions
$27,817,959

Expenses & distributions

Benefits paid
$0
Administrative expenses
$949,794
Total expenses
$949,794
Net increase / (decrease)
$26,868,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Towers Watson Investment ServiceNONE$387,718not reported in the loaded dataset2023
Northern TrustNONE$134,604not reported in the loaded dataset2023
Income Research & ManagementNONE$100,408not reported in the loaded dataset2023
BlackrockNONE$14,522not reported in the loaded dataset2023
Legal & General Investment MgmtNONE$13,622not reported in the loaded dataset2023

Related Form 5500 pages