Plan5500

Komatsu America Corp. Retiree Welfare Plan — Form 5500 plan (Komatsu America Corp.)

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, Komatsu America Corp. Retiree Welfare Plan is a benefit plan reported by Komatsu America Corp. under EIN 94-1715128 and plan number 506. The latest loaded filing year is 2023. The filing reports 1,446 participants and $72,524,371 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$70.9MPlan net assets, end of year$70,886,870
Participants1.4KCovered participants reported1,446
Assets / participant$50.2KComputed: assets ÷ participants$50,155 (computed)
Provider compensation$197.3K2 Schedule C provider row(s)$197,311
Plan sponsor
Komatsu America Corp.
EIN
94-1715128
Plan number
506
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,446 participants · 2Sch HSch C
    View filing →
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)$72.5M total assets
Net assets$70.9MLiabilities$1.6M
Money in vs. money out
Total income / additions$8.5M
Total expenses$7.1M
Benefits paid / distributions$6M
Contributions
Employer$1.2M
Participant$422.4K
Full reported line items

Net assets

Total assets (EOY)
$72,524,371
Total liabilities (EOY)
$1,637,501
Net assets (EOY)
$70,886,870
Net assets (BOY)
$69,491,591

Income & contributions

Employer contributions
$1,236,309
Participant contributions
$422,434
Total contributions
$1,658,743
Total income / additions
$8,488,161

Expenses & distributions

Benefits paid
$6,025,323
Administrative expenses
$1,067,559
Total expenses
$7,092,882
Net increase / (decrease)
$1,395,279
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 75%Participant 25%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Prudential Ins Company Of America$184.3K
    THIRD PARTY ADMINISTRATOR · Direct $184.3K
  2. 2
    Compsych$13K
    Direct $0 · Indirect $13K

What to inspect next

Frequently asked questions

Who sponsors the Komatsu America Corp. Retiree Welfare Plan?
Komatsu America Corp. Retiree Welfare Plan is reported as sponsored by Komatsu America Corp. (EIN 94-1715128, plan number 506) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Komatsu America Corp. Retiree Welfare Plan?
The latest Form 5500 filing year loaded for Komatsu America Corp. Retiree Welfare Plan is 2023.
How many participants does Komatsu America Corp. Retiree Welfare Plan report?
Komatsu America Corp. Retiree Welfare Plan reports 1,446 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Komatsu America Corp. Retiree Welfare Plan?
Komatsu America Corp. Retiree Welfare Plan reports $72,524,371 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages