2023 Form 5500 filing — Knauf Retirement Plan For Union Employees
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 20241011105335NAL0036714208001) for Knauf Retirement Plan For Union Employees, reported by Knauf Insulation Inc under EIN 38-2560723 and plan number 002. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105335NAL0036714208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knauf Insulation Inc
- EIN
- 38-2560723
- Plan number
- 002
- Location
- Shelbyville, IN
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,685,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,685,339
- Employer contributions
- $4,003,314
- Total income / additions
- $6,789,244
- Benefits paid
- $2,229,696
- Administrative expenses
- $733,597
- Total expenses
- $2,963,293
- Net increase / (decrease)
- $3,825,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Annuity | NONE | $165,315 | $0 |
| Capital Strategies | NONE | $40,194 | not reported in the loaded dataset |