2023 Form 5500 filing — Voluntary Benefits Plan For Retired Employees Of Kaiser Group International

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 20241010151120NAL0020402769001) for Voluntary Benefits Plan For Retired Employees Of Kaiser Group International, reported by Kaiser Aircraft Industries, Inc. under EIN 26-1498967 and plan number 503. It reports 89 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010151120NAL0020402769001
Filing year
2023
Form type
2
Plan sponsor
Kaiser Aircraft Industries, Inc.
EIN
26-1498967
Plan number
503
Location
Birmingham, AL
Participants
89
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$415,561
Total liabilities (EOY)
$0
Net assets (EOY)
$415,561
Participant contributions
$98,484
Total income / additions
$133,867
Benefits paid
$250,217
Administrative expenses
$43,405
Total expenses
$293,622
Net increase / (decrease)
-$159,755
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Warren Averett, LLCNONE$31,500not reported in the loaded dataset
Benefits Administrative ServicesADMINISTRATOR$8,352not reported in the loaded dataset

Related Form 5500 pages