Kaiser Aluminum Investments Company Savings And Investment Plan — Form 5500 plan (Kaiser Aluminum Investments Company)

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, Kaiser Aluminum Investments Company Savings And Investment Plan is a benefit plan reported by Kaiser Aluminum Investments Company under EIN 56-2553178 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,498 participants and $230,743,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaiser Aluminum Investments Company
EIN
56-2553178
Plan number
003
Plan type
2
Location
Franklin, TN
Latest filing year
2023
Participants
1,498
End-of-year plan assets
$230,743,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,498H, C20240731154640NAL0034437392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$230,743,256
Total liabilities (EOY)
$0
Net assets (EOY)
$230,743,256
Net assets (BOY)
$208,486,782

Income & contributions

Employer contributions
$6,590,002
Participant contributions
$8,870,991
Total contributions
$16,233,593
Total income / additions
$55,251,277

Expenses & distributions

Benefits paid
$33,011,201
Administrative expenses
$90,037
Total expenses
$33,113,863
Net increase / (decrease)
$22,137,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$73,793not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,244not reported in the loaded dataset2023

Related Form 5500 pages