2023 Form 5500 filing — Kaman Corporation Employees' Pension 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 20240923142208NAL0006693443001) for Kaman Corporation Employees' Pension Plan, reported by Kaman Corporation under EIN 06-0613548 and plan number 008. It reports 6,727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923142208NAL0006693443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaman Corporation
- EIN
- 06-0613548
- Plan number
- 008
- Location
- Bloomfield, CT
- Participants
- 6,727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $556,820,941
- Total liabilities (EOY)
- $406,847
- Net assets (EOY)
- $556,414,094
- Total income / additions
- $58,391,806
- Benefits paid
- $38,831,357
- Administrative expenses
- $7,335,055
- Total expenses
- $46,166,412
- Net increase / (decrease)
- $12,225,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Us Group | NONE | $697,649 | not reported in the loaded dataset |
| Hooker & Holcombe | NONE | $425,840 | not reported in the loaded dataset |
| Northern Trust | NONE | $309,602 | not reported in the loaded dataset |
| Income Research & Mgt | NONE | $221,295 | not reported in the loaded dataset |
| Nepc,LLC | NONE | $171,551 | not reported in the loaded dataset |
| Legal & General Investment Fund | NONE | $161,547 | not reported in the loaded dataset |
| Jp Morgan Fleming Asset Mgt Usa | NONE | $161,306 | not reported in the loaded dataset |
| T Rowe Price Stable Asset Mgmt | NONE | $121,717 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $21,200 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $11,321 | not reported in the loaded dataset |