Libertas Copper, LLC Hourly Employees Retirement Savings Plan — Form 5500 plan (Libertas Copper, 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, Libertas Copper, LLC Hourly Employees Retirement Savings Plan is a benefit plan reported by Libertas Copper, LLC under EIN 45-3636909 and plan number 003. The latest loaded filing year is 2023. The filing reports 335 participants and $18,822,064 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,822,064
Participants335Covered participants reported
Assets / participant$56.2KComputed: assets ÷ participants$56,185 (computed)
Provider compensation$25.7K2 Schedule C provider row(s)$25,736
Plan sponsor
Libertas Copper, LLC
EIN
45-3636909
Plan number
003
Plan type
2
Location
Leetsdale, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241015120630NAL0014574483001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$428.7K
Participant$723.8K
Full reported line items

Net assets

Total assets (EOY)
$18,822,064
Total liabilities (EOY)
$0
Net assets (EOY)
$18,822,064
Net assets (BOY)
$16,398,460

Income & contributions

Employer contributions
$428,665
Participant contributions
$723,805
Total contributions
$1,152,470
Total income / additions
$3,652,072

Expenses & distributions

Benefits paid
$1,043,557
Administrative expenses
$25,736
Total expenses
$1,069,293
Net increase / (decrease)
$2,582,779
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$19,528$02023
Fort Pitt Capital GroupNONE$6,208not reported in the loaded dataset2023

Related Form 5500 pages