Aurubis Buffalo & Usw Local 593 401(K) — Form 5500 plan (Aurubis Buffalo, Inc.)

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, Aurubis Buffalo & Usw Local 593 401(K) is a benefit plan reported by Aurubis Buffalo, Inc. under EIN 84-1148681 and plan number 003. The latest loaded filing year is 2023. The filing reports 560 participants and $45,268,864 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.3MPlan net assets, end of year$45,268,864
Participants560Covered participants reported
Assets / participant$80.8KComputed: assets ÷ participants$80,837 (computed)
Provider compensation$86.3K2 Schedule C provider row(s)$86,330
Plan sponsor
Aurubis Buffalo, Inc.
EIN
84-1148681
Plan number
003
Plan type
2
Location
Buffalo, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023560H, C20241014152510NAL0013531107001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45.3M total assets
Net assets$45.3MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$270K
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$45,268,864
Total liabilities (EOY)
$0
Net assets (EOY)
$45,268,864
Net assets (BOY)
$42,082,198

Income & contributions

Employer contributions
$270,000
Participant contributions
$2,170,820
Total contributions
$2,536,880
Total income / additions
$7,814,937

Expenses & distributions

Benefits paid
$4,553,079
Administrative expenses
$86,705
Total expenses
$4,628,271
Net increase / (decrease)
$3,186,666
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$44,190$02023
Ubs Financial Services, Inc.NONE$42,140not reported in the loaded dataset2023

Related Form 5500 pages