2023 Form 5500 filing — Light Metals Corporation Uaw Retirement Income 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 20241009155246NAL0009374019002) for Light Metals Corporation Uaw Retirement Income Plan, reported by Light Metals Corporation under EIN 38-1214489 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155246NAL0009374019002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Light Metals Corporation
- EIN
- 38-1214489
- Plan number
- 001
- Location
- Wyoming, MI
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,982,962
- Total liabilities (EOY)
- $10,005
- Net assets (EOY)
- $6,972,957
- Employer contributions
- $195,947
- Total income / additions
- $1,120,498
- Benefits paid
- $668,257
- Administrative expenses
- $83,437
- Total expenses
- $751,694
- Net increase / (decrease)
- $368,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Watkins Ross | ACTUARY | $34,241 | not reported in the loaded dataset |
| Bankers Trust | TRUSTEE | $18,813 | not reported in the loaded dataset |
| Grand Wealth Management LLC | INVESTMENT ADVISOR | $12,847 | not reported in the loaded dataset |
| Hungerford Nichols | AUDITOR | $9,900 | not reported in the loaded dataset |
| Alliance Investment Management | INVESTMENT ADVISOR | $7,636 | not reported in the loaded dataset |