# Kaiser Aircraft Industries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kaiser-aircraft-industries-inc-261498967-503

> Kaiser Aircraft Industries, INC.'s Health & Welfare plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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