Owens Corning Merged Retirement Plan — Form 5500 plan (Owens Corning)
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, Owens Corning Merged Retirement Plan is a benefit plan reported by Owens Corning under EIN 43-2109021 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,194 participants and $340,708,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owens Corning
- EIN
- 43-2109021
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 9,194
- End-of-year plan assets
- $340,708,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,194 | H, C | 20241015122245NAL0028402689004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $340,708,152
- Total liabilities (EOY)
- $506,397
- Net assets (EOY)
- $340,201,755
- Net assets (BOY)
- $601,236,217
Income & contributions
- Total income / additions
- $27,953,037
Expenses & distributions
- Benefits paid
- $282,651,122
- Administrative expenses
- $6,336,377
- Total expenses
- $288,987,499
- Net increase / (decrease)
- -$261,034,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Asset Mgt. | NONE | $557,610 | not reported in the loaded dataset | 2023 |
| American Express Asset Management | NONE | $307,257 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $303,629 | $0 | 2023 |
| Aon Consulting | NONE | $281,585 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $214,291 | $0 | 2023 |
| Ryan Labs Asset Management | NONE | $156,651 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | NONE | $146,667 | not reported in the loaded dataset | 2023 |
| Sun Life Investment Mgt. Us, Inc. | NONE | $140,287 | not reported in the loaded dataset | 2023 |
| Oc Sales, LLC | AFFILIATE OF PLAN SPONSOR | $108,896 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Management | NONE | $87,503 | $0 | 2023 |
| Blackrock Financial Management | NONE | $69,890 | $0 | 2023 |
| Plante & Moran Pllc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | AUDITOR | $24,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Owens Corning
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Fidelity Institutional Asset Mgt. — Schedule C compensation
- American Express Asset Management — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Ryan Labs Asset Management — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Sun Life Investment Mgt. Us, Inc. — Schedule C compensation
- Oc Sales, LLC — Schedule C compensation
- Macquarie Investment Management — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation