Kennametal Inc. And Uaw Incl. Loc 1059 Pension Plan For Hourly Rated Production & Maintenance Employees — 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. And Uaw Incl. Loc 1059 Pension Plan For Hourly Rated Production & Maintenance Employees is a benefit plan reported by Kennametal Inc. under EIN 25-0900168 and plan number 005. The latest loaded filing year is 2023. The filing reports 278 participants and $18,103,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 005
- Plan type
- 2
- Location
- Ft. Mill, SC
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $18,103,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20241015140454NAL0029906817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,103,681
- Total liabilities (EOY)
- $6,687
- Net assets (EOY)
- $18,096,994
- Net assets (BOY)
- $17,821,416
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,619,462
Expenses & distributions
- Benefits paid
- $1,208,337
- Administrative expenses
- $135,547
- Total expenses
- $1,343,884
- Net increase / (decrease)
- $275,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Retirement Plan Services | THIRD PARTY ADMIN (TPA) | $31,078 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | INVESTMENT ADV. | $23,477 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $20,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Vichrow Krause, Llp | ACCOUNTANT/AUDITOR | $14,100 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co., Inc. | ACCOUNTING | $7,901 | not reported in the loaded dataset | 2023 |
| U.S. National Bank Association | TRUSTEE | $4,626 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | CONSULTING | $2,307 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | INVESTMENT ADV. | $1,302 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | INVESTMENT MGMT | $343 | 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
- Cbiz Retirement Plan Services — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Baker Tilly Vichrow Krause, Llp — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation
- U.S. National Bank Association — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation