Komatsu U.S. Pension Plan — Form 5500 plan (Komatsu Mining Corp.)
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, Komatsu U.S. Pension Plan is a benefit plan reported by Komatsu Mining Corp. under EIN 39-1566457 and plan number 008. The latest loaded filing year is 2023. The filing reports 10,857 participants and $753,739,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Komatsu Mining Corp.
- EIN
- 39-1566457
- Plan number
- 008
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 10,857
- End-of-year plan assets
- $753,739,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,857 | H, C | 20250812102812NAL0007871809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $753,739,236
- Total liabilities (EOY)
- $5,676,506
- Net assets (EOY)
- $748,062,730
- Net assets (BOY)
- $748,127,059
Income & contributions
- Total income / additions
- $123,981,455
Expenses & distributions
- Benefits paid
- $115,109,374
- Administrative expenses
- $8,936,410
- Total expenses
- $124,045,784
- Net increase / (decrease)
- -$64,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments | NONE | $2,404,770 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $1,146,575 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $395,958 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $189,643 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $24,326 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $7,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Komatsu Mining Corp.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Sei Investments — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation