2023 Form 5500 filing — Kaiser Aluminum Salaried Retirees Veba Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240415122505NAL0002153696001) for Kaiser Aluminum Salaried Retirees Veba Plan, reported by Board Of Trustees, Kaiser Aluminum Salaried under EIN 68-6244507 and plan number 501. It reports 1,988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240415122505NAL0002153696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Kaiser Aluminum Salaried
- EIN
- 68-6244507
- Plan number
- 501
- Location
- San Francisco, CA
- Participants
- 1,988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,458,652
- Total liabilities (EOY)
- $3,302,503
- Net assets (EOY)
- $40,156,149
- Employer contributions
- $1,149,850
- Total income / additions
- $7,553,179
- Benefits paid
- $4,847,818
- Administrative expenses
- $388,610
- Total expenses
- $5,236,428
- Net increase / (decrease)
- $2,316,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trucker Huss, Apc | NONE | $108,501 | not reported in the loaded dataset |
| Delta Fund Administrators | NONE | $101,280 | not reported in the loaded dataset |
| Vanguard | NONE | $98,353 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $34,500 | not reported in the loaded dataset |
| Independent Actuaries, Inc. | NONE | $9,975 | not reported in the loaded dataset |