Quikrete Companies Retirement Savings Plan For Forterra Collectively Bargained Employees — Form 5500 plan (Forterra Pipe & Precast, 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, Quikrete Companies Retirement Savings Plan For Forterra Collectively Bargained Employees is a benefit plan reported by Forterra Pipe & Precast, LLC under EIN 54-0179210 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,530 participants and $45,797,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forterra Pipe & Precast, LLC
- EIN
- 54-0179210
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,530
- End-of-year plan assets
- $45,797,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,530 | H, C | 20241015114408NAL0014512355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,797,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,797,139
- Net assets (BOY)
- $38,540,810
Income & contributions
- Employer contributions
- $2,941,157
- Participant contributions
- $4,234,862
- Total contributions
- $7,176,935
- Total income / additions
- $13,587,182
Expenses & distributions
- Benefits paid
- $5,392,016
- Administrative expenses
- $137,209
- Total expenses
- $5,578,030
- Net increase / (decrease)
- $8,009,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $90,297 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global | SERVICE PROVIDER | $9,138 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | ADVISORY | $8,953 | not reported in the loaded dataset | 2023 |
| Baker Tilly | SERVICE PROVIDER | $8,263 | not reported in the loaded dataset | 2023 |
| Morning Star | SERVICE PROVIDER | $558 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forterra Pipe & Precast, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Baker Tilly — Schedule C compensation
- Morning Star — Schedule C compensation