Kaman Corporation Employees' Pension Plan — Form 5500 plan (Kaman Corporation)
Plain-English plan 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, Kaman Corporation Employees' Pension Plan is a benefit plan reported by Kaman Corporation under EIN 06-0613548 and plan number 008. The latest loaded filing year is 2023. The filing reports 6,727 participants and $556,820,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaman Corporation
- EIN
- 06-0613548
- Plan number
- 008
- Plan type
- 2
- Location
- Bloomfield, CT
- Latest filing year
- 2023
- Participants
- 6,727
- End-of-year plan assets
- $556,820,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,727 | H, C | 20240923142208NAL0006693443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $556,820,941
- Total liabilities (EOY)
- $406,847
- Net assets (EOY)
- $556,414,094
- Net assets (BOY)
- $544,188,700
Income & contributions
- Total contributions
- $0
- Total income / additions
- $58,391,806
Expenses & distributions
- Benefits paid
- $38,831,357
- Administrative expenses
- $7,335,055
- Total expenses
- $46,166,412
- Net increase / (decrease)
- $12,225,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Us Group | NONE | $697,649 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe | NONE | $425,840 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $309,602 | not reported in the loaded dataset | 2023 |
| Income Research & Mgt | NONE | $221,295 | not reported in the loaded dataset | 2023 |
| Nepc,LLC | NONE | $171,551 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Fund | NONE | $161,547 | not reported in the loaded dataset | 2023 |
| Jp Morgan Fleming Asset Mgt Usa | NONE | $161,306 | not reported in the loaded dataset | 2023 |
| T Rowe Price Stable Asset Mgmt | NONE | $121,717 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $21,200 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $11,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaman Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bloomfield, CT
- Ubs Us Group — Schedule C compensation
- Hooker & Holcombe — Schedule C compensation
- Northern Trust — Schedule C compensation
- Income Research & Mgt — Schedule C compensation
- Nepc,LLC — Schedule C compensation
- Legal & General Investment Fund — Schedule C compensation
- Jp Morgan Fleming Asset Mgt Usa — Schedule C compensation
- T Rowe Price Stable Asset Mgmt — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- State Street Research & Management — Schedule C compensation