2023 Form 5500 filing — Liebherr-America Inc. Pension Plan
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 20240930141505NAL0005641377001) for Liebherr-America Inc. Pension Plan, reported by Liebherr Mining & Construction under EIN 54-0885749 and plan number 001. It reports 1,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141505NAL0005641377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liebherr Mining & Construction
- EIN
- 54-0885749
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 1,834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $223,211,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $223,211,948
- Employer contributions
- $8,087,460
- Participant contributions
- $12,084,086
- Total income / additions
- $52,385,765
- Benefits paid
- $10,340,496
- Administrative expenses
- $303,099
- Total expenses
- $10,643,595
- Net increase / (decrease)
- $41,742,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | SERVICE PROVIDER | $0 | $60,581 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $27,500 | $10 |
| Morningstar Investment Management | SERVICE PROVIDER | $27,500 | $0 |
| Liebherr-America, Inc. | SERVICE PROVIDER | $10,000 | $0 |