Logan Aluminum Pension Plan — Form 5500 plan (Logan Aluminum 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, Logan Aluminum Pension Plan is a benefit plan reported by Logan Aluminum Inc. under EIN 61-1064243 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,383 participants and $291,847,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logan Aluminum Inc.
- EIN
- 61-1064243
- Plan number
- 002
- Plan type
- 2
- Location
- Russellville, KY
- Latest filing year
- 2023
- Participants
- 1,383
- End-of-year plan assets
- $291,847,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,383 | H, C | 20241104183115NAL0011249888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $291,847,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $291,847,774
- Net assets (BOY)
- $276,693,632
Income & contributions
- Employer contributions
- $10,013,000
- Total contributions
- $10,013,000
- Total income / additions
- $38,074,259
Expenses & distributions
- Benefits paid
- $20,615,097
- Administrative expenses
- $2,305,020
- Total expenses
- $22,920,117
- Net increase / (decrease)
- $15,154,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $965,666 | $0 | 2023 |
| Captrust Financial Advisors | NONE | $292,878 | $0 | 2023 |
| Wells Fargo Bank, Na | NONE | $27,928 | $0 | 2023 |
| Frazier & Deeter LLC | NONE | $8,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Logan Aluminum Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Russellville, KY
- Mercer Investments LLC — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Wells Fargo Bank, Na — Schedule C compensation
- Frazier & Deeter LLC — Schedule C compensation