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Form 5500 · Retirement plan · CONNEAUT, OH

LUKJAN METAL PRODUCTS, INC.

The filing calls this plan LUKJAN METAL PRODUCTS, INC. RETIREMENT PLAN.

LUKJAN METAL PRODUCTS, INC. of CONNEAUT, OH's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0936743 · plan 001 · plan year 2023, filed Oct 10, 2024

Participants at the start of the year
116
Contracts on file
1
Contract value
$1,543,567
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,543,567 at the end of the plan year, as reported on Schedule A.

$25,802 in agent commissions is disclosed across the contracts; LINCOLN FINANCIAL ADVISORS is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC115December$1,543,567$25,802

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
LUKJAN METAL PRODUCTS, INC.
EIN 34-0936743
FARMERS TRUST COMPANY DBA NATIONAL
TPA · EIN 34-1853512
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$9,819,517
Paid out in benefits
$2,049,663
Participants at the start of the year
116
Participants with account balances
115

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 46-3004069
SNODGRASS OF N.E. OHIO, INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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