Plan5500

U.S. Tsubaki Holdings, Inc. Retirement Plan — Form 5500 plan (U.S. Tsubaki Holdings, 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, U.S. Tsubaki Holdings, Inc. Retirement Plan is a benefit plan reported by U.S. Tsubaki Holdings, Inc. under EIN 36-2721807 and plan number 002. The latest loaded filing year is 2023. The filing reports 945 participants and $125,309,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Tsubaki Holdings, Inc.
EIN
36-2721807
Plan number
002
Plan type
2
Location
Wheeling, IL
Latest filing year
2023
Participants
945
End-of-year plan assets
$125,309,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023945H, C20250114095146NAL0011519011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,309,767
Total liabilities (EOY)
$0
Net assets (EOY)
$125,309,767
Net assets (BOY)
$104,294,765

Income & contributions

Employer contributions
$3,383,904
Participant contributions
$4,666,901
Total contributions
$8,887,013
Total income / additions
$29,742,398

Expenses & distributions

Benefits paid
$8,732,879
Administrative expenses
$181,568
Total expenses
$8,914,447
Net increase / (decrease)
$20,827,951

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$113,141$02023
Global Retirement PartnersRETAINED BY EMPLOYER$54,427not reported in the loaded dataset2023
Wipfli, LlpRETAINED BY EMPLOYER$14,000not reported in the loaded dataset2023

Related Form 5500 pages