2023 Form 5500 filing — Kraton 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 20241011130033NAL0043741074001) for Kraton Savings Plan, reported by Kraton Corporation under EIN 26-3739386 and plan number 001. It reports 1,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130033NAL0043741074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kraton Corporation
- EIN
- 26-3739386
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 1,542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $318,216,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $318,216,778
- Employer contributions
- $11,774,101
- Participant contributions
- $14,295,223
- Total income / additions
- $76,973,375
- Benefits paid
- $38,524,815
- Administrative expenses
- $121,765
- Total expenses
- $38,664,994
- Net increase / (decrease)
- $38,308,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oxford Financial Group | INVEST ADV/ CONSULTANT | $81,250 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $47,405 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,193 | $0 |