Original filing (PDF)20251208090321NAL0001631651001

CARPENTER TECHNOLOGY CORPORATION

Name: CARPENTER TECHNOLOGY CORPORATION — CARPENTER TECHNOLOGY CORPORATION RETIREE HEALTH REIMBURSEMENT AND LIFE INSURANCE PLAN, Form 5500 (2024)
Creator: CARPENTER TECHNOLOGY CORPORATION

Form 5500

FILING_RECEIVED

CARPENTER TECHNOLOGY CORPORATION RETIREE HEALTH REIMBURSEMENT AND LIFE INSURANCE PLAN

Health & welfare plan

Signals · 3

Late filing · 0.7 mo97% in single holding~209 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$141.3M

Net assets (EOY)

$138.1M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Knocking points off

Filed 0.7 months past the 10.5-month grace window.
Top holding "PRUDENTIAL PRIDEX 500 TOLI" is 97% of plan.
209 bps in Schedule C fees — 1985% above peer band of 10 bps.
No active participants reported but plan still holds assets.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARPENTER TECHNOLOGY CORPORATION.

Plan sponsor

Name

CARPENTER TECHNOLOGY CORPORATION

EIN

23-0458500

Address

PO BOX 14662 · READING, PA · 196124662

Phone

(610) 208-2000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

509

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-08

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL LIFE INSURANCE	22-1211670	—	NONE	$2.6M	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$197K	—
WEX	01-0526993	—	NONE	$60K	—
SCHNEIDERS DOWNS & CO., INC.	25-1408703	—	NONE	$39K	—
JP MORGAN CHASE BANK, NA	13-4994650	—	NONE	$17K	—

Investments

1 direct security · 1 pooled fund· $141.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$137.4M

1 holding

Uncategorized

$3.8M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PRIDEX 500 INDEX ACCOUNT THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 902	Pooled Separate Account	—	$35.6M	$137.4M	97.3%
	JPMORGAN US GOV'T CAPITAL SHARES VAR % 12/49	—	—	$3.8M	$3.8M	2.7%