Kodiak Bp 401k Plan — Form 5500 plan (Kodiak Gypsum Mountain States LLC)

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, Kodiak Bp 401k Plan is a benefit plan reported by Kodiak Gypsum Mountain States LLC under EIN 80-0961989 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,170 participants and $150,502,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kodiak Gypsum Mountain States LLC
EIN
80-0961989
Plan number
001
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
6,170
End-of-year plan assets
$150,502,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,170H, C20240724131400NAL0020365376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,502,972
Total liabilities (EOY)
$0
Net assets (EOY)
$150,502,972
Net assets (BOY)
$116,331,582

Income & contributions

Employer contributions
$5,004,165
Participant contributions
$18,286,539
Total contributions
$28,545,112
Total income / additions
$47,325,245

Expenses & distributions

Benefits paid
$12,535,263
Administrative expenses
$419,958
Total expenses
$13,153,855
Net increase / (decrease)
$34,171,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$269,333not reported in the loaded dataset2023
Ifam CapitalNONE$175,000not reported in the loaded dataset2023

Related Form 5500 pages