2023 Form 5500 filing — Komatsu U.S. 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 20250812102812NAL0007871809001) for Komatsu U.S. Pension Plan, reported by Komatsu Mining Corp. under EIN 39-1566457 and plan number 008. It reports 10,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812102812NAL0007871809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Komatsu Mining Corp.
- EIN
- 39-1566457
- Plan number
- 008
- Location
- Milwaukee, WI
- Participants
- 10,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $753,739,236
- Total liabilities (EOY)
- $5,676,506
- Net assets (EOY)
- $748,062,730
- Total income / additions
- $123,981,455
- Benefits paid
- $115,109,374
- Administrative expenses
- $8,936,410
- Total expenses
- $124,045,784
- Net increase / (decrease)
- -$64,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $2,404,770 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $1,146,575 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $395,958 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $189,643 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $24,326 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $7,125 | not reported in the loaded dataset |