Veba For Retirees Of Kaiser Aluminum — Form 5500 plan (Veba Committee For Retirees Of Kaiser Aluminum)
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, Veba For Retirees Of Kaiser Aluminum is a benefit plan reported by Veba Committee For Retirees Of Kaiser Aluminum under EIN 20-1203429 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,075 participants and $841,906,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee For Retirees Of Kaiser Aluminum
- EIN
- 20-1203429
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 4,075
- End-of-year plan assets
- $841,906,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,075 | H, C | 20241010123254NAL0034031760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $841,906,481
- Total liabilities (EOY)
- $2,944,442
- Net assets (EOY)
- $838,962,039
- Net assets (BOY)
- $793,276,518
Income & contributions
- Employer contributions
- $250,000
- Total contributions
- $250,000
- Total income / additions
- $78,681,999
Expenses & distributions
- Benefits paid
- $31,578,119
- Administrative expenses
- $1,418,359
- Total expenses
- $32,996,478
- Net increase / (decrease)
- $45,685,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Global Advisors | NONE | $478,025 | $0 | 2023 |
| Medco Containment Life Insurance Co | NONE | $252,659 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc. | NONE | $185,000 | not reported in the loaded dataset | 2023 |
| Central Data Services, Inc | NONE | $182,437 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $56,204 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $31,744 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $9,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee For Retirees Of Kaiser Aluminum
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- State Street Global Advisors — Schedule C compensation
- Medco Containment Life Insurance Co — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Central Data Services, Inc — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation