2023 Form 5500 filing — Veba For Retirees Of Kaiser Aluminum
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 20241010123254NAL0034031760001) for Veba For Retirees Of Kaiser Aluminum, reported by Veba Committee For Retirees Of Kaiser Aluminum under EIN 20-1203429 and plan number 501. It reports 4,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123254NAL0034031760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee For Retirees Of Kaiser Aluminum
- EIN
- 20-1203429
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 4,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $841,906,481
- Total liabilities (EOY)
- $2,944,442
- Net assets (EOY)
- $838,962,039
- Employer contributions
- $250,000
- Total income / additions
- $78,681,999
- Benefits paid
- $31,578,119
- Administrative expenses
- $1,418,359
- Total expenses
- $32,996,478
- Net increase / (decrease)
- $45,685,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | NONE | $478,025 | $0 |
| Medco Containment Life Insurance Co | NONE | $252,659 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $185,000 | not reported in the loaded dataset |
| Central Data Services, Inc | NONE | $182,437 | not reported in the loaded dataset |
| Pnc Bank | NONE | $56,204 | $0 |
| Withumsmith+Brown, Pc | NONE | $31,744 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $30,500 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $9,300 | not reported in the loaded dataset |