Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees — Form 5500 plan (Twin Disc, 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, Twin Disc, Inc Combined Retirement Plan For Racine Hourly And Salaried Employees is a benefit plan reported by Twin Disc, Incorporated under EIN 39-0667110 and plan number 004. The latest loaded filing year is 2023. The filing reports 907 participants and $58,587,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Disc, Incorporated
- EIN
- 39-0667110
- Plan number
- 004
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 907
- End-of-year plan assets
- $58,587,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 907 | H, C | 20241009144404NAL0018566705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,587,204
- Total liabilities (EOY)
- $58,462
- Net assets (EOY)
- $58,528,742
- Net assets (BOY)
- $60,965,276
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,268,873
Expenses & distributions
- Benefits paid
- $7,050,274
- Administrative expenses
- $655,133
- Total expenses
- $7,705,407
- Net increase / (decrease)
- -$2,436,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Income Research And Management | NONE | $84,921 | not reported in the loaded dataset | 2023 |
| Marquette Associates Investment | NONE | $57,166 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $51,500 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $23,587 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $16,600 | not reported in the loaded dataset | 2023 |
| Bmo Bank Na | NONE | $16,148 | not reported in the loaded dataset | 2023 |
| Fiduciary Trust International | NONE | $15,094 | not reported in the loaded dataset | 2023 |
| Lsv Management | NONE | $8,509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Disc, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Income Research And Management — Schedule C compensation
- Marquette Associates Investment — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Bmo Bank Na — Schedule C compensation
- Fiduciary Trust International — Schedule C compensation
- Lsv Management — Schedule C compensation