2023 Form 5500 filing — Kennametal Inc. And Uaw Incl. Loc 1059 Pension Plan For Hourly Rated Production & Maintenance 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 20241015140454NAL0029906817001) for Kennametal Inc. And Uaw Incl. Loc 1059 Pension Plan For Hourly Rated Production & Maintenance Employees, reported by Kennametal Inc. under EIN 25-0900168 and plan number 005. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140454NAL0029906817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 005
- Location
- Ft. Mill, SC
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,103,681
- Total liabilities (EOY)
- $6,687
- Net assets (EOY)
- $18,096,994
- Total income / additions
- $1,619,462
- Benefits paid
- $1,208,337
- Administrative expenses
- $135,547
- Total expenses
- $1,343,884
- Net increase / (decrease)
- $275,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services | THIRD PARTY ADMIN (TPA) | $31,078 | not reported in the loaded dataset |
| Nisa Investment Advisors | INVESTMENT ADV. | $23,477 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $20,000 | not reported in the loaded dataset |
| Baker Tilly Vichrow Krause, Llp | ACCOUNTANT/AUDITOR | $14,100 | not reported in the loaded dataset |
| Schneider Downs & Co., Inc. | ACCOUNTING | $7,901 | not reported in the loaded dataset |
| U.S. National Bank Association | TRUSTEE | $4,626 | not reported in the loaded dataset |
| Cook Street Consulting | CONSULTING | $2,307 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | INVESTMENT ADV. | $1,302 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | INVESTMENT MGMT | $343 | not reported in the loaded dataset |