Kloeckner Metals Defined Benefit Plan — Form 5500 plan (Kloeckner 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, Kloeckner Metals Defined Benefit Plan is a benefit plan reported by Kloeckner Metals Corporation under EIN 38-2046626 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,048 participants and $197,257,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kloeckner Metals Corporation
- EIN
- 38-2046626
- Plan number
- 002
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 2,048
- End-of-year plan assets
- $197,257,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,048 | H, C | 20241008124410NAL0016635777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,257,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,257,974
- Net assets (BOY)
- $190,226,557
Income & contributions
- Employer contributions
- $2,300,000
- Total contributions
- $2,300,000
- Total income / additions
- $17,531,441
Expenses & distributions
- Benefits paid
- $9,821,672
- Administrative expenses
- $678,352
- Total expenses
- $10,500,024
- Net increase / (decrease)
- $7,031,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | TRUSTEE | $249,313 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARIAL | $165,765 | not reported in the loaded dataset | 2023 |
| Retirement Fund Mgmt | INVESTMENT MGMT | $63,308 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell & Russell | LEGAL | $3,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kloeckner Metals Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Principal — Schedule C compensation
- Milliman — Schedule C compensation
- Retirement Fund Mgmt — Schedule C compensation
- Smith, Gambrell & Russell — Schedule C compensation