2023 Form 5500 filing — Knife River Master Trust
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 20240906132143NAL0001899056001) for Knife River Master Trust, reported by Knife River Corporation under EIN 92-1008893 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906132143NAL0001899056001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Knife River Corporation
- EIN
- 92-1008893
- Plan number
- 005
- Location
- Bismarck, ND
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,386,586
- Total liabilities (EOY)
- $200,000
- Net assets (EOY)
- $30,186,586
- Total income / additions
- $2,215,515
- Benefits paid
- $0
- Administrative expenses
- $35,898
- Total expenses
- $35,898
- Net increase / (decrease)
- $2,179,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire | NONE | $14,985 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $9,240 | $0 |
| Baker Tilly Us, Llp | NONE | $6,230 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $5,443 | $0 |