2023 Form 5500 filing — Pension Plan For Hourly Employees Of Aurubis Buffalo, Inc.
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 20241015150506NAL0048558656001) for Pension Plan For Hourly Employees Of Aurubis Buffalo, Inc., reported by Aurubis Buffalo, Inc. under EIN 84-1148681 and plan number 002. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150506NAL0048558656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurubis Buffalo, Inc.
- EIN
- 84-1148681
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,138,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,138,193
- Employer contributions
- $2,000,000
- Total income / additions
- $6,864,008
- Benefits paid
- $196,728
- Administrative expenses
- $468,804
- Total expenses
- $665,532
- Net increase / (decrease)
- $6,198,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group LLC | ACTUARY | $72,284 | not reported in the loaded dataset |
| Onedigital Resources Invest Advisor | FINANCIAL ADVISOR/CONSULT | $20,000 | not reported in the loaded dataset |
| Regions Bank | NONE | $10,000 | not reported in the loaded dataset |