Cae Usa Inc Savings Investment And Employee Benefit Plan Number 1 — Form 5500 plan (Cae Usa, Inc.)

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, Cae Usa Inc Savings Investment And Employee Benefit Plan Number 1 is a benefit plan reported by Cae Usa, Inc. under EIN 51-0311065 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,624 participants and $479,631,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cae Usa, Inc.
EIN
51-0311065
Plan number
004
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
5,624
End-of-year plan assets
$479,631,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,624H, C20241002155924NAL0004188131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$479,631,684
Total liabilities (EOY)
$0
Net assets (EOY)
$479,631,684
Net assets (BOY)
$377,368,789

Income & contributions

Employer contributions
$18,682,281
Participant contributions
$44,771,531
Total contributions
$73,294,973
Total income / additions
$143,114,647

Expenses & distributions

Benefits paid
$40,286,149
Administrative expenses
$561,589
Total expenses
$40,851,752
Net increase / (decrease)
$102,262,895

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.RECORDKEEPER$386,907not reported in the loaded dataset2023
Vanguard Advisers, Inc.INVESTMENT ADVISORY$149,575not reported in the loaded dataset2023

Related Form 5500 pages