2023 Form 5500 filing — Logan Aluminum Pension 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 20241104183115NAL0011249888001) for Logan Aluminum Pension Plan, reported by Logan Aluminum Inc. under EIN 61-1064243 and plan number 002. It reports 1,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104183115NAL0011249888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Logan Aluminum Inc.
- EIN
- 61-1064243
- Plan number
- 002
- Location
- Russellville, KY
- Participants
- 1,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $291,847,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $291,847,774
- Employer contributions
- $10,013,000
- Total income / additions
- $38,074,259
- Benefits paid
- $20,615,097
- Administrative expenses
- $2,305,020
- Total expenses
- $22,920,117
- Net increase / (decrease)
- $15,154,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $965,666 | $0 |
| Captrust Financial Advisors | NONE | $292,878 | $0 |
| Wells Fargo Bank, Na | NONE | $27,928 | $0 |
| Frazier & Deeter LLC | NONE | $8,000 | $0 |