Plan Snapshot
- Plan Sponsor: Kaiser Aircraft Industries, INC.
- Sponsor EIN: 261498967
- Sponsor Address: 1943 50TH STREET NORTH, BIRMINGHAM, AL, 35212
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 58
- Total Assets: $306,660
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 58 | $306,660 | $0 | $91,895 |
| 2023 | 73 | $415,561 | $0 | $98,484 |
| 2022 | 89 | $575,316 | $0 | $177,413 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFITS ADMINISTRATIVE SERVICES | Recordkeeper | $7,026 | — | $7,026 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,026
- Estimated Expense Ratio: 2.291% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $216,633 | — | — | — | — |
| 2023 | $43,405 | — | $8,352 | $31,500 | — |
| 2022 | $47,395 | — | — | — | — |