2023 Form 5500 filing — Fluor Corporation Master Retirement Trust (Dc)
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 20241003093421NAL0005623907001) for Fluor Corporation Master Retirement Trust (Dc), reported by Fluor Corporation Master Retirement Trust (Dc) under EIN 33-0414495 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
- 20241003093421NAL0005623907001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Fluor Corporation Master Retirement Trust (Dc)
- EIN
- 33-0414495
- Plan number
- 001
- Location
- Irving, TX
- 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)
- $3,241,213,000
- Total liabilities (EOY)
- $9,827,000
- Net assets (EOY)
- $3,231,386,000
- Total income / additions
- $431,693,000
- Benefits paid
- $0
- Administrative expenses
- $3,050,000
- Total expenses
- $3,050,000
- Net increase / (decrease)
- $428,643,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Galliard Capital Management, Inc | NONE | $1,112,667 | $0 |
| Mercer Investment Management | NONE | $803,397 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $395,798 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co,Na | NONE | $314,501 | not reported in the loaded dataset |
| Loomis | NONE | $153,849 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $147,796 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $117,596 | not reported in the loaded dataset |
| Macquarie | NONE | $107,780 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $97,847 | not reported in the loaded dataset |
| Westfield Small/Mid Cap Growth Fund | NONE | $95,686 | not reported in the loaded dataset |
| River Road Asset Management, LLC | NONE | $76,384 | not reported in the loaded dataset |
| Prudential | NONE | $75,926 | not reported in the loaded dataset |
| Brandywine Global Investment, LLC | NONE | $69,988 | not reported in the loaded dataset |
| Osam | NONE | $64,666 | not reported in the loaded dataset |
| Manulife Global | NONE | $60,417 | not reported in the loaded dataset |
| Lsv International | NONE | $52,109 | not reported in the loaded dataset |
| Ninety One Emerging Markets Equity | NONE | $33,633 | not reported in the loaded dataset |
| Mfs International Equity Fund | NONE | $30,881 | not reported in the loaded dataset |
| American Century Investments | NONE | $27,893 | not reported in the loaded dataset |
| Acadian Management | NONE | $7,790 | not reported in the loaded dataset |