Kennametal Inc. Retirement Income Plan — Form 5500 plan (Kennametal Inc.)
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, Kennametal Inc. Retirement Income Plan is a benefit plan reported by Kennametal Inc. under EIN 25-0900168 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,242 participants and $540,622,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Mill, SC
- Latest filing year
- 2023
- Participants
- 5,242
- End-of-year plan assets
- $540,622,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,242 | H, C | 20241015140207NAL0014784643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $540,622,439
- Total liabilities (EOY)
- $58,432
- Net assets (EOY)
- $540,564,007
- Net assets (BOY)
- $534,610,632
Income & contributions
- Total contributions
- $0
- Total income / additions
- $48,408,030
Expenses & distributions
- Benefits paid
- $40,630,544
- Administrative expenses
- $1,824,111
- Total expenses
- $42,454,655
- Net increase / (decrease)
- $5,953,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | INVESTMENT MANAGEMENT | $759,089 | not reported in the loaded dataset | 2023 |
| Cbiz, Inc. | THIRD PARTY ADMINISTRATO | $244,694 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | CONSULTING | $74,608 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | TRUSTEE | $63,295 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGEMENT | $42,099 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us, LLC | ACTUARY | $30,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/ AUDITOR | $14,100 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | INVESTMENT MANAGEMENT | $11,078 | $0 | 2023 |
| Schneider Downs & Co., Inc. | ACCOUNTING | $7,901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kennametal Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Ft. Mill, SC
- Nisa Investment Advisors — Schedule C compensation
- Cbiz, Inc. — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Willis Towers Watson Us, LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation