2023 Form 5500 filing — Vought Aircraft Industries, Inc. Master Defined Benefit Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715193954NAL0001226387001) for Vought Aircraft Industries, Inc. Master Defined Benefit Trust, reported by Triumph Aerostructures, LLC. under EIN 04-3526344 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715193954NAL0001226387001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Triumph Aerostructures, LLC.
- EIN
- 04-3526344
- Plan number
- 001
- Location
- Radnor, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,161,539,484
- Total liabilities (EOY)
- $2,703,750
- Net assets (EOY)
- $1,158,835,734
- Total income / additions
- $73,428,262
- Benefits paid
- $0
- Administrative expenses
- $2,905,564
- Total expenses
- $2,905,564
- Net increase / (decrease)
- $70,522,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Mgmt Inc. | NONE | $727,102 | not reported in the loaded dataset |
| Sei Investments Co. | NONE | $621,844 | $0 |
| Thoma Bravo | NONE | $371,997 | $0 |
| Newton | NONE | $320,859 | not reported in the loaded dataset |
| Light Year Capital | NONE | $97,106 | $0 |
| Aea | NONE | $81,364 | $0 |
| Riverside | NONE | $78,559 | not reported in the loaded dataset |
| Odyssey Advisors | NONE | $74,586 | $0 |
| Marlin | NONE | $73,008 | $0 |
| Windrose Health Investors | NONE | $68,433 | $0 |
| Frontenac | NONE | $53,782 | not reported in the loaded dataset |
| Trive | NONE | $51,265 | not reported in the loaded dataset |
| Mill Point | NONE | $50,364 | not reported in the loaded dataset |
| Sk Capital | NONE | $31,198 | $0 |
| Vista Equity Partners | NONE | $31,146 | $0 |
| Advent International | NONE | $30,000 | not reported in the loaded dataset |
| Amerrican Securities | NONE | $23,527 | $0 |
| Goldpoint Partners | NONE | $12,460 | $0 |