Plan5500

U.S. Tsubaki Holdings, Inc. Collectively Bargained And Hourly 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. Collectively Bargained And Hourly Retirement Plan is a benefit plan reported by U.S. Tsubaki Holdings, Inc. under EIN 36-2721807 and plan number 003. The latest loaded filing year is 2023. The filing reports 556 participants and $34,853,929 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
003
Plan type
2
Location
Wheeling, IL
Latest filing year
2023
Participants
556
End-of-year plan assets
$34,853,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023556H, C20250114094101NAL0011512595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,853,929
Total liabilities (EOY)
$0
Net assets (EOY)
$34,853,929
Net assets (BOY)
$30,079,450

Income & contributions

Employer contributions
$1,153,123
Participant contributions
$1,175,400
Total contributions
$2,669,405
Total income / additions
$7,379,690

Expenses & distributions

Benefits paid
$2,304,526
Administrative expenses
$113,634
Total expenses
$2,418,160
Net increase / (decrease)
$4,961,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$59,776$02023
Sheridan Road Advisors LLCRETAINED BY EMPLOYER$39,858not reported in the loaded dataset2023
Wipfli LlpRETAINED BY EMPLOYER$14,000not reported in the loaded dataset2023

Related Form 5500 pages