Walbro LLC Uaw Local No. 9699 Pension Plan — Form 5500 plan (Walbro LLC)
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, Walbro LLC Uaw Local No. 9699 Pension Plan is a benefit plan reported by Walbro LLC under EIN 38-2968944 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $8,078,419 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,078,419
Participants229Covered participants reported
Assets / participant$35.3KComputed: assets ÷ participants$35,277 (computed)
Provider compensation$82.3K4 Schedule C provider row(s)$82,294
- Plan sponsor
- Walbro LLC
- EIN
- 38-2968944
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241014190417NAL0013771907001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,078,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,078,419
- Net assets (BOY)
- $7,964,567
Income & contributions
- Employer contributions
- $75,000
- Total contributions
- $75,000
- Total income / additions
- $869,749
Expenses & distributions
- Benefits paid
- $586,515
- Administrative expenses
- $169,382
- Total expenses
- $755,897
- Net increase / (decrease)
- $113,852
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INV. ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARIAL | $24,651 | not reported in the loaded dataset | 2023 |
| Beach, Fleischmann & Co. | AUDIT | $21,700 | not reported in the loaded dataset | 2023 |
| Comerica | TRUSTEE | $10,943 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walbro LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Sageview Advisory Group, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Beach, Fleischmann & Co. — Schedule C compensation
- Comerica — Schedule C compensation