Aar Corp. Retirement Trust — Form 5500 plan (Aar Corp.)
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, Aar Corp. Retirement Trust is a benefit plan reported by Aar Corp. under EIN 36-2334820 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,353,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aar Corp.
- EIN
- 36-2334820
- Plan number
- 003
- Plan type
- 4
- Location
- Wood Dale, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,353,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241004065306NAL0019057792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,353,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,353,272
- Net assets (BOY)
- $62,292,743
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,306,529
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $248,483
- Total expenses
- $248,483
- Net increase / (decrease)
- $1,058,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware, Inc. | ACTUARY | $322,638 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $110,461 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $95,643 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUST COMPANY | $87,985 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $30,417 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $11,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aar Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Wood Dale, IL
- Towers Watson Delaware, Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Mercer — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation