2023 Form 5500 filing — Namasco Retirement Plan For The Dubuque Warehouse Employees Of The Steel Warehousing Division
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 20241008124620NAL0009652307001) for Namasco Retirement Plan For The Dubuque Warehouse Employees Of The Steel Warehousing Division, reported by Kloeckner Metals Corporation under EIN 38-2046626 and plan number 003. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124620NAL0009652307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kloeckner Metals Corporation
- EIN
- 38-2046626
- Plan number
- 003
- Location
- Roswell, GA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,949,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,949,516
- Total income / additions
- $1,107,537
- Benefits paid
- $381,628
- Administrative expenses
- $85,602
- Total expenses
- $467,230
- Net increase / (decrease)
- $640,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | ACTUARIAL | $37,332 | not reported in the loaded dataset |
| Principal | TRUSTEE | $21,414 | not reported in the loaded dataset |
| Retirement Fund Mgmt | INVESTMENT MGMT | $5,693 | not reported in the loaded dataset |