2023 Form 5500 filing — Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies
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 20241223113732NAL0009245953001) for Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies, reported by Kyocera International, Inc. under EIN 94-1695243 and plan number 001. It reports 2,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223113732NAL0009245953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyocera International, Inc.
- EIN
- 94-1695243
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 2,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $222,683,078
- Total liabilities (EOY)
- $191,425
- Net assets (EOY)
- $222,491,653
- Employer contributions
- $750,000
- Participant contributions
- $0
- Total income / additions
- $35,861,780
- Benefits paid
- $7,615,678
- Administrative expenses
- $1,401,067
- Total expenses
- $9,016,745
- Net increase / (decrease)
- $26,845,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $660,761 | $0 |
| Willis Towers Watson | ACTUARY | $154,097 | $0 |
| Transamerica | RECORDKEEPING | $146,984 | $0 |
| Jp Morgan | INVESTMENT MANAGEMENT | $125,894 | not reported in the loaded dataset |
| Earnest Partners, LLC. | INVESTMENT MANAGEMENT | $104,136 | $0 |
| Us Bank | CUSTODIAN | $51,346 | $0 |
| Moss Adams, Llp. | AUDITOR | $23,500 | $0 |