Knife River Master Trust — Form 5500 plan (Knife River 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, Knife River Master Trust is a benefit plan reported by Knife River Corporation under EIN 92-1008893 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $30,386,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knife River Corporation
EIN
92-1008893
Plan number
005
Plan type
4
Location
Bismarck, ND
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$30,386,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240906132143NAL0001899056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,386,586
Total liabilities (EOY)
$200,000
Net assets (EOY)
$30,186,586
Net assets (BOY)
$0

Income & contributions

Total contributions
$0
Total income / additions
$2,215,515

Expenses & distributions

Benefits paid
$0
Administrative expenses
$35,898
Total expenses
$35,898
Net increase / (decrease)
$2,179,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
WilshireNONE$14,985not reported in the loaded dataset2023
Principal Trust CompanyNONE$9,240$02023
Baker Tilly Us, LlpNONE$6,230not reported in the loaded dataset2023
Wedge Capital ManagementNONE$5,443$02023

Related Form 5500 pages