2023 Form 5500 filing — Retirement Plan For Employees Of Learjet Inc., Bombardier Aerospace Corporation And Affiliates
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 20241008134927NAL0030139360001) for Retirement Plan For Employees Of Learjet Inc., Bombardier Aerospace Corporation And Affiliates, reported by Bombardier Aerospace (Holdings) Usa Inc. under EIN 47-5222722 and plan number 008. It reports 4,560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134927NAL0030139360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bombardier Aerospace (Holdings) Usa Inc.
- EIN
- 47-5222722
- Plan number
- 008
- Location
- not reported in the loaded dataset
- Participants
- 4,560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $488,864,957
- Total liabilities (EOY)
- $2,864,017
- Net assets (EOY)
- $486,000,940
- Employer contributions
- $26,728,552
- Total income / additions
- $82,660,963
- Benefits paid
- $27,200,135
- Administrative expenses
- $4,998,711
- Total expenses
- $32,198,846
- Net increase / (decrease)
- $50,462,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,133,319 | not reported in the loaded dataset |
| J.P. Morgan Chase & Co. | NONE | $176,087 | $0 |
| Goldman Sachs Asset Management, Lp | NONE | $89,023 | not reported in the loaded dataset |
| Lifeworks | NONE | $65,628 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $64,701 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $62,180 | not reported in the loaded dataset |
| Merrill Lynch Intl Ltd. London | NONE | $0 | $32,172 |
| Foulston | NONE | $10,674 | not reported in the loaded dataset |