Plan Snapshot
- Plan Sponsor: Kaman Corporation
- Sponsor EIN: 060613548
- Sponsor Address: P O BOX 1, BLOOMFIELD, CT, 06002
- Plan Type: DB
- Total Participants: 352
- Total Assets: $520.6M
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 | 352 | $520.6M | $0 | $0 |
| 2023 | 398 | $556.8M | $0 | $0 |
| 2022 | 457 | $544.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| UBS GLOBAL ASSET MANAGEMENT (US) | NONE | $665,723 | — | $665,723 |
| HOOKER & HOLCOMBE, INC | NONE | $384,340 | — | $384,340 |
| NORTHERN TRUST COMPANY | NONE | $317,929 | — | $317,929 |
| INCOME RESEARCH & MGMT, INC. | NONE | $288,286 | — | $288,286 |
| NEPC, LLC | NONE | $220,272 | — | $220,272 |
| LEGAL & GENERAL INVESTMENT | NONE | $171,451 | — | $171,451 |
| JP MORGAN INVESTMENT MANAGEMENT INC | NONE | $163,769 | — | $163,769 |
| T ROWE PRICE STABLE ASSET MGMT INC. | NONE | $124,274 | — | $124,274 |
| CLIFTON LARSON ALLEN LLP | NONE | $22,365 | — | $22,365 |
| STATE STREET RESEARCH & MGMT CO. | NONE | $10,791 | — | $10,791 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS GLOBAL ASSET MANAGEMENT (US) — NONE
- NEPC, LLC — NONE
- JP MORGAN INVESTMENT MANAGEMENT INC — NONE
- CLIFTON LARSON ALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,369,200
- Estimated Expense Ratio: 0.455% 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 | $7,207,602 | $6,261,511 | $220,272 | — | — |
| 2023 | $7,335,055 | $1,567,585 | — | — | — |
| 2022 | $5,062,130 | $1,442,927 | — | — | $1,005,623 |