Alkegen 401(K) Plan — Form 5500 plan (Unifrax I 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, Alkegen 401(K) Plan is a benefit plan reported by Unifrax I LLC under EIN 34-1535916 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,475 participants and $239,778,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unifrax I LLC
EIN
34-1535916
Plan number
002
Plan type
2
Location
Tonawanda, NY
Latest filing year
2023
Participants
1,475
End-of-year plan assets
$239,778,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,475H, C20241015123115NAL0014630163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$239,778,854
Total liabilities (EOY)
$0
Net assets (EOY)
$239,778,854
Net assets (BOY)
$123,874,844

Income & contributions

Employer contributions
$6,470,810
Participant contributions
$12,662,484
Total contributions
$22,112,983
Total income / additions
$63,062,367

Expenses & distributions

Benefits paid
$43,880,760
Administrative expenses
$173,406
Total expenses
$44,081,630
Net increase / (decrease)
$18,980,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,015$02023
Strategic Advisors, Inc.ADVISOR$41,040not reported in the loaded dataset2023

Related Form 5500 pages