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Original filing (PDF)20251014144744NAL0003062369003
SKF USA INC.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR EMPLOYEES OF SKF USA INC.
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
885
Accounts w/ balance
—
Plan assets (EOY)
$613.5M
Net assets (EOY)
$613.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SKF USA INC. MASTER TRUST (extraction pending)]" is 100% of plan.
- 18 bps in Schedule C fees — 201% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKF USA INC..
Plan sponsor
Name
SKF USA INC.
EIN
23-1043740
Address
801 LAKEVIEW DR. · SUITE 120 · BLUE BELL, PA · 194221961
Phone
(267) 436-6875
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $409K | — |
| AON HEWITT INVESTMENT | 36-3109431 | — | NONE | $362K | — |
| COMPASS INTERMEDIATE LLC | 41-1944416 | — | NONE | $170K | — |
| BUCK GLOBAL LLC | 13-3964297 | — | NONE | $146K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $19K | — |
Investments
1 pooled fund· $593.4M(97% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SKF USA INC MASTER TRUST SKF USA INC · EIN 23-1043740 / PN 016 | Master Trust | — | — | $593.4M | 96.7% |