2023 Form 5500 filing — General Dynamics Retirement Plan (Bath Iron Works)
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 20241008101044NAL0017386833001) for General Dynamics Retirement Plan (Bath Iron Works), reported by General Dynamics Corporation under EIN 13-1673581 and plan number 078. It reports 6,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101044NAL0017386833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Dynamics Corporation
- EIN
- 13-1673581
- Plan number
- 078
- Location
- Reston, VA
- Participants
- 6,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,060,084
- Total liabilities (EOY)
- $467,866
- Net assets (EOY)
- $499,592,218
- Total income / additions
- $56,117,044
- Benefits paid
- $35,782,726
- Administrative expenses
- $902,075
- Total expenses
- $36,684,801
- Net increase / (decrease)
- $19,432,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Ops Co | PLAN RECORDKEEPER | $451,565 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | INVESTMENT MANAGER | $290,324 | $0 |
| Aon Consulting, Inc. | ACTUARY & FORM 5500 PREP | $64,763 | not reported in the loaded dataset |
| Kpmg Llp | PLAN AUDITOR | $57,000 | not reported in the loaded dataset |
| The Northern Trust Company | PLAN TRUSTEE | $50,373 | $0 |
| Crowe Llp | FINANCIAL STATEMENT PREP | $9,200 | not reported in the loaded dataset |
| Jenner & Block Llp | LEGAL | $8,263 | not reported in the loaded dataset |