2023 Form 5500 filing — Alleima Special Metals LLC Retirement 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 20241015101216NAL0055522066001) for Alleima Special Metals LLC Retirement Plan, reported by Alleima Special Metals, LLC under EIN 91-0817881 and plan number 004. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101216NAL0055522066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alleima Special Metals, LLC
- EIN
- 91-0817881
- Plan number
- 004
- Location
- Kennewick, WA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,352,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,352,991
- Total income / additions
- $1,177,876
- Benefits paid
- $1,621,161
- Administrative expenses
- $700,000
- Total expenses
- $2,321,161
- Net increase / (decrease)
- -$1,143,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARIAL | $502,918 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $121,439 | not reported in the loaded dataset |
| First State Trust Company | NONE | $19,909 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $14,170 | not reported in the loaded dataset |