Stillwater Mining Company Bargaining Unit 401(K) Plan — Form 5500 plan (Stillwater Mining Company)
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, Stillwater Mining Company Bargaining Unit 401(K) Plan is a benefit plan reported by Stillwater Mining Company under EIN 81-0480654 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,578 participants and $279,914,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stillwater Mining Company
- EIN
- 81-0480654
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, MT
- Latest filing year
- 2023
- Participants
- 1,578
- End-of-year plan assets
- $279,914,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,578 | H, C | 20241015170035NAL0016926515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,914,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $279,914,083
- Net assets (BOY)
- $256,454,861
Income & contributions
- Employer contributions
- $8,238,756
- Participant contributions
- $10,794,594
- Total contributions
- $19,295,681
- Total income / additions
- $57,267,927
Expenses & distributions
- Benefits paid
- $28,469,397
- Administrative expenses
- $302,234
- Total expenses
- $28,731,622
- Net increase / (decrease)
- $28,536,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $210,552 | $0 | 2023 |
| Nfp Retirement, Inc | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $15,225 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | NONE | $5,447 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stillwater Mining Company
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Columbus, MT
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement, Inc — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation