Rwc, Inc. Bargaining Employees' Retirement Plan — Form 5500 plan (Rwc, 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, Rwc, Inc. Bargaining Employees' Retirement Plan is a benefit plan reported by Rwc, Inc. under EIN 38-1222427 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $10,821,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rwc, Inc.
EIN
38-1222427
Plan number
002
Plan type
2
Location
Bay City, MI
Latest filing year
2023
Participants
153
End-of-year plan assets
$10,821,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250512125234NAL0038587010001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,821,216
Total liabilities (EOY)
$0
Net assets (EOY)
$10,821,216
Net assets (BOY)
$11,008,389

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$735,829

Expenses & distributions

Benefits paid
$821,061
Administrative expenses
$101,941
Total expenses
$923,002
Net increase / (decrease)
-$187,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agilis Partners LLCPLAN CONSULTANT$37,150not reported in the loaded dataset2023
Charles Schwab Trust BankTRUSTEE$28,591not reported in the loaded dataset2023
CbizACTUARY$14,416not reported in the loaded dataset2023
Weinlander Fitzhugh, P.C.AUDITOR$7,000not reported in the loaded dataset2023

Related Form 5500 pages