# Carpenter Technology Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/carpenter-technology-corporation-230458500-509

> Carpenter Technology Corporation's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carpenter Technology Corporation

- **Sponsor EIN:** 230458500

- **Sponsor Address:** PO BOX 14662, READING, PA, 196124662

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 0

- **Total Assets:** $141.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$141.3M|$679,360|$0|

| 2023|0|$124.2M|$490,489|$0|

| 2022|0|$112.2M|$496,000|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRUDENTIAL LIFE INSURANCE|Recordkeeper|$2,632,977|—|$2,632,977|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$196,815|—|$196,815|

| WEX|Other Service Provider|$60,496|—|$60,496|

| SCHNEIDERS DOWNS & CO., INC.|Auditor|$39,305|—|$39,305|

| JP MORGAN CHASE BANK, NA|Recordkeeper|$16,500|—|$16,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRUDENTIAL LIFE INSURANCE](https://planprovider.pro/provider/empower) — Recordkeeper

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [SCHNEIDERS DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

- [JP MORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,946,093

- **Estimated Expense Ratio:** 2.085% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,420,997|$133,005|—|$31,690|—|

| 2023|$5,957,330|$184,295|—|$43,150|—|

| 2022|$3,953,000|$187,000|—|—|$2,258,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpenter-technology-corporation-230458500-509)

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