Nibco Inc. Employee Stock Ownership Plan — Form 5500 plan (Nibco 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, Nibco Inc. Employee Stock Ownership Plan is a benefit plan reported by Nibco Inc. under EIN 35-0552560 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,058 participants and $364,505,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nibco Inc.
EIN
35-0552560
Plan number
006
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
2,058
End-of-year plan assets
$364,505,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,058H, C20241002124831NAL0008277281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$364,505,967
Total liabilities (EOY)
$14,845,987
Net assets (EOY)
$349,659,980
Net assets (BOY)
$293,213,798

Income & contributions

Employer contributions
$1,942,519
Total contributions
$1,942,519
Total income / additions
$78,558,092

Expenses & distributions

Benefits paid
$21,232,592
Administrative expenses
$377,191
Total expenses
$22,111,910
Net increase / (decrease)
$56,446,182

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ti TrustTRUSTEE$230,000not reported in the loaded dataset2023
Transition Finance Strategies, IncRECORDKEEPER/BOOKKEEPER$104,343not reported in the loaded dataset2023

Related Form 5500 pages