2023 Form 5500 filing — Kennametal Inc. 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 20241015140207NAL0014784643001) for Kennametal Inc. Retirement Income Plan, reported by Kennametal Inc. under EIN 25-0900168 and plan number 001. It reports 5,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140207NAL0014784643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 001
- Location
- Ft. Mill, SC
- Participants
- 5,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $540,622,439
- Total liabilities (EOY)
- $58,432
- Net assets (EOY)
- $540,564,007
- Total income / additions
- $48,408,030
- Benefits paid
- $40,630,544
- Administrative expenses
- $1,824,111
- Total expenses
- $42,454,655
- Net increase / (decrease)
- $5,953,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | INVESTMENT MANAGEMENT | $759,089 | not reported in the loaded dataset |
| Cbiz, Inc. | THIRD PARTY ADMINISTRATO | $244,694 | not reported in the loaded dataset |
| Cook Street Consulting | CONSULTING | $74,608 | not reported in the loaded dataset |
| Us Bank National Association | TRUSTEE | $63,295 | $0 |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGEMENT | $42,099 | not reported in the loaded dataset |
| Willis Towers Watson Us, LLC | ACTUARY | $30,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/ AUDITOR | $14,100 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MANAGEMENT | $11,078 | $0 |
| Schneider Downs & Co., Inc. | ACCOUNTING | $7,901 | not reported in the loaded dataset |