2023 Form 5500 filing — Kloeckner Metals Defined Benefit 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 20241008124410NAL0016635777001) for Kloeckner Metals Defined Benefit Plan, reported by Kloeckner Metals Corporation under EIN 38-2046626 and plan number 002. It reports 2,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124410NAL0016635777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kloeckner Metals Corporation
- EIN
- 38-2046626
- Plan number
- 002
- Location
- Roswell, GA
- Participants
- 2,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,257,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,257,974
- Employer contributions
- $2,300,000
- Total income / additions
- $17,531,441
- Benefits paid
- $9,821,672
- Administrative expenses
- $678,352
- Total expenses
- $10,500,024
- Net increase / (decrease)
- $7,031,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | TRUSTEE | $249,313 | not reported in the loaded dataset |
| Milliman | ACTUARIAL | $165,765 | not reported in the loaded dataset |
| Retirement Fund Mgmt | INVESTMENT MGMT | $63,308 | not reported in the loaded dataset |
| Smith, Gambrell & Russell | LEGAL | $3,358 | not reported in the loaded dataset |