KAISER ALUMINUM CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAISER ALUMINUM WARRICK PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: KAISER ALUMINUM WARRICK PENSION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 780 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 683 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 69 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 26 |
| Total of all active and inactive participants | 2023-01-01 | 778 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 3 |
| Total participants | 2023-01-01 | 781 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: KAISER ALUMINUM WARRICK PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 6,030,618 |
| Acturial value of plan assets | 2022-12-31 | 6,030,618 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 10,056 |
| Number of terminated vested participants | 2022-12-31 | 5 |
| Fundng target for terminated vested participants | 2022-12-31 | 13,774 |
| Active participant vested funding target | 2022-12-31 | 5,178,133 |
| Number of active participants | 2022-12-31 | 792 |
| Total funding liabilities for active participants | 2022-12-31 | 8,282,242 |
| Total participant count | 2022-12-31 | 799 |
| Total funding target for all participants | 2022-12-31 | 8,306,072 |
| Funding target disregarding prescribed at-risk assumptions | 2022-12-31 | 7,527,310 |
| Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor | 2022-12-31 | 11,421,119 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 2,528,168 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 2,672,779 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 3,924,410 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 3,771,536 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 3,552,938 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 2,275,454 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 3,771,425 |
| Additional cash requirement | 2022-12-31 | 3,771,425 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 3,771,536 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 799 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 735 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 780 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 780 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
| 2021: KAISER ALUMINUM WARRICK PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 0 |
| Acturial value of plan assets | 2021-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 0 |
| Fundng target for terminated vested participants | 2021-12-31 | 0 |
| Active participant vested funding target | 2021-12-31 | 1,982,328 |
| Number of active participants | 2021-12-31 | 798 |
| Total funding liabilities for active participants | 2021-12-31 | 4,266,425 |
| Total participant count | 2021-12-31 | 798 |
| Total funding target for all participants | 2021-12-31 | 4,266,425 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 6,050,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 5,807,401 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 2,980,877 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 4,266,425 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 3,279,233 |
| Additional cash requirement | 2021-12-31 | 3,279,233 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 5,807,401 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-04-01 | 798 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 792 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 4 |
| Total of all active and inactive participants | 2021-04-01 | 798 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 1 |
| Total participants | 2021-04-01 | 799 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : KAISER ALUMINUM WARRICK PENSION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $188,666 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,109,457 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $608,711 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $151,397 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,931,920 |
| Value of total assets at end of year | 2023-12-31 | $12,547,249 |
| Value of total assets at beginning of year | 2023-12-31 | $8,235,169 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $457,314 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Administrative expenses (other) incurred | 2023-12-31 | $251,400 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $188,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,500,746 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $12,547,249 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,046,503 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $7,516 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $11,169,952 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $6,767,163 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,177,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $3,931,920 |
| Employer contributions (assets) at end of year | 2023-12-31 | $1,377,297 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $1,468,006 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $151,397 |
| Contract administrator fees | 2023-12-31 | $154,288 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LBMC, PC |
| Accountancy firm EIN | 2023-12-31 | 621199757 |
| 2022 : KAISER ALUMINUM WARRICK PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $188,666 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $2,953,546 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $940,312 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $73,990 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,924,410 |
| Value of total assets at end of year | 2022-12-31 | $8,235,169 |
| Value of total assets at beginning of year | 2022-12-31 | $6,033,269 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $866,322 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $591,591 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $131,429 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $188,666 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $2,013,234 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,046,503 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,033,269 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $19,818 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,767,163 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $233,269 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-970,864 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $3,924,410 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,468,006 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $5,800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $73,990 |
| Contract administrator fees | 2022-12-31 | $123,484 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WINDES, INC |
| Accountancy firm EIN | 2022-12-31 | 953001179 |
| 2021 : KAISER ALUMINUM WARRICK PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,063,116 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $29,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $19,055 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,050,000 |
| Value of total assets at end of year | 2021-12-31 | $6,033,269 |
| Value of total assets at beginning of year | 2021-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,792 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,033,269 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,033,269 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $1,778 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $233,269 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $13,116 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $6,050,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $5,800,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $19,055 |
| Contract administrator fees | 2021-12-31 | $9,014 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WINDES, INC |
| Accountancy firm EIN | 2021-12-31 | 953001179 |
