Russellville Engineered Castings Union Retirement Plan — Form 5500 plan (Russellville Engineered Castings, 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, Russellville Engineered Castings Union Retirement Plan is a benefit plan reported by Russellville Engineered Castings, Inc. under EIN 61-1154640 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $4,557,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russellville Engineered Castings, Inc.
- EIN
- 61-1154640
- Plan number
- 002
- Plan type
- 2
- Location
- Russellville, KY
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $4,557,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20250430142859NAL0001977521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,557,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,557,883
- Net assets (BOY)
- $4,332,286
Income & contributions
- Employer contributions
- $247,508
- Participant contributions
- $0
- Total contributions
- $247,508
- Total income / additions
- $634,296
Expenses & distributions
- Benefits paid
- $242,629
- Administrative expenses
- $166,070
- Total expenses
- $408,699
- Net increase / (decrease)
- $225,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $42,786 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co | NONE | $5,208 | $0 | 2023 |
| Fidelity Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Russellville Engineered Castings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Russellville, KY
- Conrad Siegel Investment Advisors — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation
- Fidelity Investments — Schedule C compensation