Plan5500

The Vollrath Company LLC Defined Pension Plan For Uaw Employees — Form 5500 plan (The Vollrath Company, 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, The Vollrath Company LLC Defined Pension Plan For Uaw Employees is a benefit plan reported by The Vollrath Company, LLC under EIN 39-1859733 and plan number 014. The latest loaded filing year is 2023. The filing reports 429 participants and $35,365,737 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Vollrath Company, LLC
EIN
39-1859733
Plan number
014
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
429
End-of-year plan assets
$35,365,737

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023429H, C20241014133715NAL0013365171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,365,737
Total liabilities (EOY)
$3,240
Net assets (EOY)
$35,362,497
Net assets (BOY)
$33,674,874

Income & contributions

Total contributions
$0
Total income / additions
$4,512,084

Expenses & distributions

Benefits paid
$2,790,435
Administrative expenses
$34,026
Total expenses
$2,824,461
Net increase / (decrease)
$1,687,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Retirement ServicesNONE$21,073$02023
Alpha Investing Consulting GroupNONE$8,035$02023
Old National BankNONE$4,918$02023

Related Form 5500 pages