Light Metals Corporation Uaw Retirement Income Plan — Form 5500 plan (Light Metals Corporation)
Plain-English plan 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, Light Metals Corporation Uaw Retirement Income Plan is a benefit plan reported by Light Metals Corporation under EIN 38-1214489 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $6,982,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Light Metals Corporation
- EIN
- 38-1214489
- Plan number
- 001
- Plan type
- 2
- Location
- Wyoming, MI
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $6,982,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241009155246NAL0009374019002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,982,962
- Total liabilities (EOY)
- $10,005
- Net assets (EOY)
- $6,972,957
- Net assets (BOY)
- $6,604,153
Income & contributions
- Employer contributions
- $195,947
- Total contributions
- $195,947
- Total income / additions
- $1,120,498
Expenses & distributions
- Benefits paid
- $668,257
- Administrative expenses
- $83,437
- Total expenses
- $751,694
- Net increase / (decrease)
- $368,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Watkins Ross | ACTUARY | $34,241 | not reported in the loaded dataset | 2023 |
| Bankers Trust | TRUSTEE | $18,813 | not reported in the loaded dataset | 2023 |
| Grand Wealth Management LLC | INVESTMENT ADVISOR | $12,847 | not reported in the loaded dataset | 2023 |
| Hungerford Nichols | AUDITOR | $9,900 | not reported in the loaded dataset | 2023 |
| Alliance Investment Management | INVESTMENT ADVISOR | $7,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Light Metals Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Wyoming, MI
- Watkins Ross — Schedule C compensation
- Bankers Trust — Schedule C compensation
- Grand Wealth Management LLC — Schedule C compensation
- Hungerford Nichols — Schedule C compensation
- Alliance Investment Management — Schedule C compensation