Koniag Retirement Plan — Form 5500 plan (Koniag, 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, Koniag Retirement Plan is a benefit plan reported by Koniag, Inc. under EIN 92-0042743 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,852 participants and $96,354,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koniag, Inc.
- EIN
- 92-0042743
- Plan number
- 001
- Plan type
- 2
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 2,852
- End-of-year plan assets
- $96,354,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,852 | H, C | 20241015134821NAL0016525683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,354,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,354,285
- Net assets (BOY)
- $66,636,657
Income & contributions
- Employer contributions
- $5,575,868
- Participant contributions
- $17,720,441
- Total contributions
- $28,078,148
- Total income / additions
- $40,763,481
Expenses & distributions
- Benefits paid
- $10,855,721
- Administrative expenses
- $187,210
- Total expenses
- $11,045,853
- Net increase / (decrease)
- $29,717,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $116,810 | $0 | 2023 |
| Forvis Llp | AUDITOR | $50,400 | not reported in the loaded dataset | 2023 |
| Planning Solutions Group | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koniag, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Transamerica Retirement Solutions — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Planning Solutions Group — Schedule C compensation
- National Financial Services — Schedule C compensation