2023 Form 5500 filing — Stillwater Mining Company Bargaining Unit 401(K) 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 20241015170035NAL0016926515001) for Stillwater Mining Company Bargaining Unit 401(K) Plan, reported by Stillwater Mining Company under EIN 81-0480654 and plan number 002. It reports 1,578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170035NAL0016926515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stillwater Mining Company
- EIN
- 81-0480654
- Plan number
- 002
- Location
- Columbus, MT
- Participants
- 1,578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $279,914,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $279,914,083
- Employer contributions
- $8,238,756
- Participant contributions
- $10,794,594
- Total income / additions
- $57,267,927
- Benefits paid
- $28,469,397
- Administrative expenses
- $302,234
- Total expenses
- $28,731,622
- Net increase / (decrease)
- $28,536,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $210,552 | $0 |
| Nfp Retirement, Inc | NONE | $70,000 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $15,225 | not reported in the loaded dataset |
| Morningstar Investment Management | NONE | $5,447 | not reported in the loaded dataset |