Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies — Form 5500 plan (Kyocera International, 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, Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies is a benefit plan reported by Kyocera International, Inc. under EIN 94-1695243 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,122 participants and $222,683,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kyocera International, Inc.
- EIN
- 94-1695243
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 2,122
- End-of-year plan assets
- $222,683,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,122 | H, C | 20241223113732NAL0009245953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $222,683,078
- Total liabilities (EOY)
- $191,425
- Net assets (EOY)
- $222,491,653
- Net assets (BOY)
- $195,646,618
Income & contributions
- Employer contributions
- $750,000
- Participant contributions
- $0
- Total contributions
- $750,000
- Total income / additions
- $35,861,780
Expenses & distributions
- Benefits paid
- $7,615,678
- Administrative expenses
- $1,401,067
- Total expenses
- $9,016,745
- Net increase / (decrease)
- $26,845,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $660,761 | $0 | 2023 |
| Willis Towers Watson | ACTUARY | $154,097 | $0 | 2023 |
| Transamerica | RECORDKEEPING | $146,984 | $0 | 2023 |
| Jp Morgan | INVESTMENT MANAGEMENT | $125,894 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC. | INVESTMENT MANAGEMENT | $104,136 | $0 | 2023 |
| Us Bank | CUSTODIAN | $51,346 | $0 | 2023 |
| Moss Adams, Llp. | AUDITOR | $23,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kyocera International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Merrill Lynch — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Transamerica — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Earnest Partners, LLC. — Schedule C compensation
- Us Bank — Schedule C compensation
- Moss Adams, Llp. — Schedule C compensation