Plan5500

Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan — Form 5500 plan (Oxbow Calcining LLC)

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, Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan is a benefit plan reported by Oxbow Calcining LLC under EIN 13-3637043 and plan number 005. The latest loaded filing year is 2023. The filing reports 192 participants and $21,044,942 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21MPlan net assets, end of year$21,044,942
Participants192Covered participants reported
Assets / participant$109.6KComputed: assets ÷ participants$109,609 (computed)
Provider compensation$10.2K2 Schedule C provider row(s)$10,209
Plan sponsor
Oxbow Calcining LLC
EIN
13-3637043
Plan number
005
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    192 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$744.1K
Participant$972.5K
Full reported line items

Net assets

Total assets (EOY)
$21,044,942
Total liabilities (EOY)
$0
Net assets (EOY)
$21,044,942
Net assets (BOY)
$19,123,115

Income & contributions

Employer contributions
$744,058
Participant contributions
$972,535
Total contributions
$1,814,488
Total income / additions
$4,824,649

Expenses & distributions

Benefits paid
$2,984,849
Administrative expenses
$10,156
Total expenses
$2,995,005
Net increase / (decrease)
$1,829,644
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$10.2K
    CONTRACT ADMINISTRATOR · Direct $10.2K · Indirect $0
  2. 2
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan?
Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan is reported as sponsored by Oxbow Calcining LLC (EIN 13-3637043, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan?
The latest Form 5500 filing year loaded for Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan is 2023.
How many participants does Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan report?
Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan reports 192 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan?
Oxbow Calcining LLC Salaried Employees' Retirement And Savings Plan reports $21,044,942 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages