Moen Incorporated Pension Plan — Form 5500 plan (Moen Incorporated)
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, Moen Incorporated Pension Plan is a benefit plan reported by Moen Incorporated under EIN 36-0548230 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,965 participants and $267,314,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moen Incorporated
- EIN
- 36-0548230
- Plan number
- 001
- Plan type
- 2
- Location
- North Olmsted, OH
- Latest filing year
- 2023
- Participants
- 3,965
- End-of-year plan assets
- $267,314,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,965 | H, C | 20241015115426NAL0014540099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $267,314,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,314,355
- Net assets (BOY)
- $278,414,696
Income & contributions
- Total contributions
- $0
- Total income / additions
- $26,799,085
Expenses & distributions
- Benefits paid
- $35,058,400
- Administrative expenses
- $2,841,026
- Total expenses
- $37,899,426
- Net increase / (decrease)
- -$11,100,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $397,523 | not reported in the loaded dataset | 2023 |
| Aon Investments, Inc. | NONE | $275,169 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $213,741 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $146,128 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $79,342 | not reported in the loaded dataset | 2023 |
| Prudential Bank & Trust Company | NONE | $29,617 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $26,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moen Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in North Olmsted, OH
- Aon Consulting, Inc. — Schedule C compensation
- Aon Investments, Inc. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Prudential Bank & Trust Company — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation