2023 Form 5500 filing — Aurubis Buffalo & Usw Local 593 401(K)
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 20241014152510NAL0013531107001) for Aurubis Buffalo & Usw Local 593 401(K), reported by Aurubis Buffalo, Inc. under EIN 84-1148681 and plan number 003. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$45.3MReported net assets$45,268,864
Participants560
Provider compensation$86.3K2 Schedule C row(s)$86,330
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014152510NAL0013531107001
- Plan sponsor
- Aurubis Buffalo, Inc.
- EIN
- 84-1148681
- Plan number
- 003
- Location
- Buffalo, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$45.3M total assets
Net assets$45.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $45,268,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,268,864
- Employer contributions
- $270,000
- Participant contributions
- $2,170,820
- Total income / additions
- $7,814,937
- Benefits paid
- $4,553,079
- Administrative expenses
- $86,705
- Total expenses
- $4,628,271
- Net increase / (decrease)
- $3,186,666
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,190 | $0 |
| Ubs Financial Services, Inc. | NONE | $42,140 | not reported in the loaded dataset |