2023 Form 5500 filing — Peter Kiewit Sons, Inc. Retirement Savings 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 20240926120934NAL0001163472001) for Peter Kiewit Sons, Inc. Retirement Savings Plan, reported by Peter Kiewit Sons, Inc. under EIN 91-1842817 and plan number 333. It reports 23,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926120934NAL0001163472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peter Kiewit Sons, Inc.
- EIN
- 91-1842817
- Plan number
- 333
- Location
- Omaha, NE
- Participants
- 23,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,422,593,059
- Total liabilities (EOY)
- $923,338
- Net assets (EOY)
- $2,421,669,721
- Employer contributions
- $74,731,033
- Participant contributions
- $144,946,684
- Total income / additions
- $561,978,657
- Benefits paid
- $177,118,455
- Administrative expenses
- $1,416,594
- Total expenses
- $178,658,487
- Net increase / (decrease)
- $383,320,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,056,636 | $0 |
| Nepc LLC | CONSULTANT | $214,767 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $127,614 | not reported in the loaded dataset |
| Lutz & Company, Pc | AUDITOR OR ACCOUNTANT | $39,000 | not reported in the loaded dataset |