Plan5500

Namasco Retirement Plan For The Dubuque Warehouse Employees Of The Steel Warehousing Division — 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, Namasco Retirement Plan For The Dubuque Warehouse Employees Of The Steel Warehousing Division is a benefit plan reported by Kloeckner Metals Corporation under EIN 38-2046626 and plan number 003. The latest loaded filing year is 2023. The filing reports 156 participants and $16,949,516 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
003
Plan type
2
Location
Roswell, GA
Latest filing year
2023
Participants
156
End-of-year plan assets
$16,949,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241008124620NAL0009652307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,949,516
Total liabilities (EOY)
$0
Net assets (EOY)
$16,949,516
Net assets (BOY)
$16,309,209

Income & contributions

Total contributions
$0
Total income / additions
$1,107,537

Expenses & distributions

Benefits paid
$381,628
Administrative expenses
$85,602
Total expenses
$467,230
Net increase / (decrease)
$640,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanACTUARIAL$37,332not reported in the loaded dataset2023
PrincipalTRUSTEE$21,414not reported in the loaded dataset2023
Retirement Fund MgmtINVESTMENT MGMT$5,693not reported in the loaded dataset2023

Related Form 5500 pages