2023 Form 5500 filing — Kaiser Aluminum Warrick Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731150219NAL0021745377001) for Kaiser Aluminum Warrick Pension Plan, reported by Kaiser Aluminum Warrick, LLC under EIN 81-2560915 and plan number 002. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731150219NAL0021745377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaiser Aluminum Warrick, LLC
- EIN
- 81-2560915
- Plan number
- 002
- Location
- Newburgh, IN
- Participants
- 780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,547,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,547,249
- Employer contributions
- $3,931,920
- Total income / additions
- $5,109,457
- Benefits paid
- $151,397
- Administrative expenses
- $457,314
- Total expenses
- $608,711
- Net increase / (decrease)
- $4,500,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight, Inc. | RECORD KEEPER | $211,106 | not reported in the loaded dataset |
| Independent Actuaries, Inc. | ACTUARIAL | $18,610 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,000 | $0 |
| Windes, Inc. | AUDIT | $12,500 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $7,516 | not reported in the loaded dataset |