2023 Form 5500 filing — Pension Plan For Kapl Employees In Participating Bargaining Units
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 20241002063552NAL0013746384001) for Pension Plan For Kapl Employees In Participating Bargaining Units, reported by Fluor Marine Propulsion, LLC under EIN 82-4281125 and plan number 003. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002063552NAL0013746384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fluor Marine Propulsion, LLC
- EIN
- 82-4281125
- Plan number
- 003
- Location
- West Mifflin, PA
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,033,382
- Total liabilities (EOY)
- $121,517
- Net assets (EOY)
- $127,911,865
- Employer contributions
- $1,000,000
- Total income / additions
- $16,156,708
- Benefits paid
- $7,715,362
- Administrative expenses
- $966,356
- Total expenses
- $8,681,718
- Net increase / (decrease)
- $7,474,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment LLC | NONE | $154,956 | $0 |
| Fidelity Institutional Asset Mgmt T | NONE | $112,741 | $0 |
| Buck Global LLC | NONE | $98,386 | not reported in the loaded dataset |
| Schneider Downs & Co. Inc. | NONE | $19,700 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $18,417 | $0 |
| Conduent Hr Services, LLC | NONE | $11,803 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $2,918 | $0 |