Kaiser Aluminum Salaried Retirees Veba Plan — Form 5500 plan (Board Of Trustees, Kaiser Aluminum Salaried)
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, Kaiser Aluminum Salaried Retirees Veba Plan is a benefit plan reported by Board Of Trustees, Kaiser Aluminum Salaried under EIN 68-6244507 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,988 participants and $43,458,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Kaiser Aluminum Salaried
- EIN
- 68-6244507
- Plan number
- 501
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,988
- End-of-year plan assets
- $43,458,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,988 | H, C | 20240415122505NAL0002153696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,458,652
- Total liabilities (EOY)
- $3,302,503
- Net assets (EOY)
- $40,156,149
- Net assets (BOY)
- $37,839,398
Income & contributions
- Employer contributions
- $1,149,850
- Total contributions
- $1,149,850
- Total income / additions
- $7,553,179
Expenses & distributions
- Benefits paid
- $4,847,818
- Administrative expenses
- $388,610
- Total expenses
- $5,236,428
- Net increase / (decrease)
- $2,316,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trucker Huss, Apc | NONE | $108,501 | not reported in the loaded dataset | 2023 |
| Delta Fund Administrators | NONE | $101,280 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $98,353 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Independent Actuaries, Inc. | NONE | $9,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Kaiser Aluminum Salaried
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Trucker Huss, Apc — Schedule C compensation
- Delta Fund Administrators — Schedule C compensation
- Vanguard — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Independent Actuaries, Inc. — Schedule C compensation