# Kaman Corporation DB Plan
Source: https://planprovider.pro/companies/kaman-corporation-plan-008

> Kaman Corporation's DB plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kaman-corporation-plan-008)

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