Plan5500

Alleima Special Metals LLC Retirement Plan — Form 5500 plan (Alleima Special Metals, 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, Alleima Special Metals LLC Retirement Plan is a benefit plan reported by Alleima Special Metals, LLC under EIN 91-0817881 and plan number 004. The latest loaded filing year is 2023. The filing reports 182 participants and $21,352,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alleima Special Metals, LLC
EIN
91-0817881
Plan number
004
Plan type
2
Location
Kennewick, WA
Latest filing year
2023
Participants
182
End-of-year plan assets
$21,352,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241015101216NAL0055522066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,352,991
Total liabilities (EOY)
$0
Net assets (EOY)
$21,352,991
Net assets (BOY)
$22,496,276

Income & contributions

Total contributions
$0
Total income / additions
$1,177,876

Expenses & distributions

Benefits paid
$1,621,161
Administrative expenses
$700,000
Total expenses
$2,321,161
Net increase / (decrease)
-$1,143,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerACTUARIAL$502,918not reported in the loaded dataset2023
Morgan Stanley Smith BarneyNONE$121,439not reported in the loaded dataset2023
First State Trust CompanyNONE$19,909not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$14,170not reported in the loaded dataset2023

Related Form 5500 pages