Snap-On Incorporated Union Retiree Health Benefit Plan — Form 5500 plan (Snap-On Incorporated)
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, Snap-On Incorporated Union Retiree Health Benefit Plan is a benefit plan reported by Snap-On Incorporated under EIN 39-0622040 and plan number 600. The latest loaded filing year is 2023. The filing reports 339 participants and $11,474,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 600
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $11,474,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241004101549NAL0011296785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,474,962
- Total liabilities (EOY)
- $62,851
- Net assets (EOY)
- $11,412,111
- Net assets (BOY)
- $10,879,070
Income & contributions
- Employer contributions
- $15,174
- Participant contributions
- $317,647
- Total contributions
- $332,821
- Total income / additions
- $1,667,466
Expenses & distributions
- Benefits paid
- $1,089,559
- Administrative expenses
- $44,866
- Total expenses
- $1,134,425
- Net increase / (decrease)
- $533,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $12,728 | not reported in the loaded dataset | 2023 |
| Bswift | NONE | $10,752 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $5,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Snap-On Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Wipfli Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Bswift — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation