Plan5500

Voluntary Benefits Plan For Retired Employees Of Kaiser Group International — Form 5500 plan (Kaiser Aircraft Industries, 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, Voluntary Benefits Plan For Retired Employees Of Kaiser Group International is a benefit plan reported by Kaiser Aircraft Industries, Inc. under EIN 26-1498967 and plan number 503. The latest loaded filing year is 2023. The filing reports 89 participants and $415,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaiser Aircraft Industries, Inc.
EIN
26-1498967
Plan number
503
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
89
End-of-year plan assets
$415,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202389H, C20241010151120NAL0020402769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$415,561
Total liabilities (EOY)
$0
Net assets (EOY)
$415,561
Net assets (BOY)
$575,316

Income & contributions

Participant contributions
$98,484
Total contributions
$98,484
Total income / additions
$133,867

Expenses & distributions

Benefits paid
$250,217
Administrative expenses
$43,405
Total expenses
$293,622
Net increase / (decrease)
-$159,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Warren Averett, LLCNONE$31,500not reported in the loaded dataset2023
Benefits Administrative ServicesADMINISTRATOR$8,352not reported in the loaded dataset2023

Related Form 5500 pages