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Original filing (PDF)20251015133427NAL0004997585001
KOPPERS INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR KOPPERS INC.
Defined-benefit pension plan
Signals · 2
100% in single holding~987 bps in Sched C fees
Active participants
47
Accounts w/ balance
—
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Money Market Allspring Allspring 100% Treasury Money Market Institutional" is 100% of plan.
- 987 bps in Schedule C fees — 1797% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOPPERS INC..
Plan sponsor
Name
KOPPERS INC.
EIN
25-1588399
Address
436 7TH AVENUE, SUITE 1500 · PITTSBURGH, PA · 152191826
Phone
(412) 227-2184
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS AND CO. INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE CHARTER GUARANTEE & TRUST | 51-0099493 | — | TRUSTEE | $16K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $355K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $111K | — |
| MORGAN LEWIS AND BOCKIUS LLP | 23-0891050 | — | NONE | $9K | — |
Investments
1 direct security · 4 pooled funds· $2.8M(56% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.8M
1 holding
Common Collective Trust
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Allspring 100% Treasury Money Market Institutional | — | — | $2.8M | $2.8M | 56.0% | |
| PASSIVE LONG GOVERNMENT FIXED INC MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| MERCER ERISA HEDGE FUND INVESTORS MERCER TRUST COMPANY LLC · EIN 47-2199849 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| ACTIVE LONG CORPORATE FIXED INCOME MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE FIXED INCOME PORTFOLIO MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $0 | <0.1% |
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