Fincantieri Marine Group Bargaining Retirement Savings Plan — Form 5500 plan (Fincantieri Marine Group 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, Fincantieri Marine Group Bargaining Retirement Savings Plan is a benefit plan reported by Fincantieri Marine Group LLC under EIN 39-1947771 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,137 participants and $25,468,145 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.5MPlan net assets, end of year$25,468,145
Participants1.1KCovered participants reported1,137
Assets / participant$22.4KComputed: assets ÷ participants$22,399 (computed)
Provider compensation$52.6K1 Schedule C provider row(s)$52,617
Plan sponsor
Fincantieri Marine Group LLC
EIN
39-1947771
Plan number
002
Plan type
2
Location
Green Bay, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,137H, C20240717152908NAL0007682864002
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)$25.5M total assets
Net assets$25.5MLiabilities
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$110.2K
Participant$859.4K
Full reported line items

Net assets

Total assets (EOY)
$25,468,145
Net assets (EOY)
$25,468,145
Net assets (BOY)
$23,217,524

Income & contributions

Employer contributions
$110,163
Participant contributions
$859,357
Total contributions
$969,520
Total income / additions
$4,692,479

Expenses & distributions

Benefits paid
$2,051,099
Administrative expenses
$52,617
Total expenses
$2,106,126
Net increase / (decrease)
$2,586,353
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.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$52,617$02023

Related Form 5500 pages