2023 Form 5500 filing — Komatsu America Corp. Retiree Welfare 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 20241015194452NAL0015339331005) for Komatsu America Corp. Retiree Welfare Plan, reported by Komatsu America Corp. under EIN 94-1715128 and plan number 506. It reports 1,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$70.9MReported net assets$70,886,870

Participants1.4K1,446

Provider compensation$197.3K2 Schedule C row(s)$197,311

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015194452NAL0015339331005
Plan sponsor: Komatsu America Corp.
EIN: 94-1715128
Plan number: 506
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$72.5M total assets

Net assets$70.9MLiabilities$1.6M

Money in vs. money out

Total income / additions$8.5M

Total expenses$7.1M

Benefits paid / distributions$6M

Contributions

Employer$1.2M

Participant$422.4K

Full reported line items

Total assets (EOY): $72,524,371
Total liabilities (EOY): $1,637,501
Net assets (EOY): $70,886,870
Employer contributions: $1,236,309
Participant contributions: $422,434
Total income / additions: $8,488,161
Benefits paid: $6,025,323
Administrative expenses: $1,067,559
Total expenses: $7,092,882
Net increase / (decrease): $1,395,279

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Prudential Ins Company Of America$184.3K
THIRD PARTY ADMINISTRATOR · Direct $184.3K
2
Compsych$13K
Direct $0 · Indirect $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015194452NAL0015339331005 cover?: It is the 2023 Form 5500 filing for Komatsu America Corp. Retiree Welfare Plan, reported by Komatsu America Corp. (EIN 94-1715128).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).