Plan5500

Aurubis Buffalo & Usw Local 593 401(K) — Form 5500 plan (Aurubis Buffalo, 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, Aurubis Buffalo & Usw Local 593 401(K) is a benefit plan reported by Aurubis Buffalo, Inc. under EIN 84-1148681 and plan number 003. The latest loaded filing year is 2023. The filing reports 560 participants and $45,268,864 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.3MPlan net assets, end of year$45,268,864
Participants560Covered participants reported
Assets / participant$80.8KComputed: assets ÷ participants$80,837 (computed)
Provider compensation$86.3K2 Schedule C provider row(s)$86,330
Plan sponsor
Aurubis Buffalo, Inc.
EIN
84-1148681
Plan number
003
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    560 participants · 2Sch HSch C
    View filing →
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)$45.3M total assets
Net assets$45.3MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$270K
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$45,268,864
Total liabilities (EOY)
$0
Net assets (EOY)
$45,268,864
Net assets (BOY)
$42,082,198

Income & contributions

Employer contributions
$270,000
Participant contributions
$2,170,820
Total contributions
$2,536,880
Total income / additions
$7,814,937

Expenses & distributions

Benefits paid
$4,553,079
Administrative expenses
$86,705
Total expenses
$4,628,271
Net increase / (decrease)
$3,186,666
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 11%Participant 89%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$44.2K
    RECORDKEEPER · Direct $44.2K · Indirect $0
  2. 2
    Ubs Financial Services, Inc.$42.1K
    NONE · Direct $42.1K

Related Form 5500 pages