2023 Form 5500 filing — L3harris Pension Master 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 20241010104145NAL0009920611002) for L3harris Pension Master Trust, reported by L3harris Technologies, Inc. under EIN 36-6668234 and plan number 300. 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
- 20241010104145NAL0009920611002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- L3harris Technologies, Inc.
- EIN
- 36-6668234
- Plan number
- 300
- Location
- Melbourne, FL
- 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)
- $8,396,999,496
- Total liabilities (EOY)
- $31,489,377
- Net assets (EOY)
- $8,365,510,119
- Total income / additions
- $1,002,430,318
- Administrative expenses
- $49,997,743
- Total expenses
- $49,997,743
- Net increase / (decrease)
- $952,432,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | not reported in the loaded dataset | $2,540,696 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $2,122,205 | $0 |
| Northern Trust Company | not reported in the loaded dataset | $2,013,877 | $0 |
| Lazard Asset Management LLC | not reported in the loaded dataset | $1,814,427 | $0 |
| Jennison Associates LLC | not reported in the loaded dataset | $1,734,230 | $0 |
| Thompson, Siegel & Walmsley | not reported in the loaded dataset | $1,497,846 | $0 |
| Wellington Trust Company | not reported in the loaded dataset | $1,416,630 | $0 |
| Atlanta Capital Management Co. LLC | not reported in the loaded dataset | $1,408,767 | $0 |
| Alliance Bernstein L.P. | not reported in the loaded dataset | $1,256,699 | $0 |
| Principal Global Investors, LLC | not reported in the loaded dataset | $1,071,188 | $0 |
| Voya Investment Management Co LLC | not reported in the loaded dataset | $874,503 | not reported in the loaded dataset |
| Heitman Real Estate Securities LLC | not reported in the loaded dataset | $858,910 | $0 |
| Nomura Corp Research & Asset Mgmt | not reported in the loaded dataset | $823,071 | not reported in the loaded dataset |
| Callan Associates | not reported in the loaded dataset | $512,122 | not reported in the loaded dataset |
| Sidley Austin Llp | not reported in the loaded dataset | $503,842 | not reported in the loaded dataset |
| Palisade Capital Management, LLC | not reported in the loaded dataset | $493,404 | not reported in the loaded dataset |
| Buck Global, LLC | not reported in the loaded dataset | $474,328 | not reported in the loaded dataset |
| Metlife Investment Mgmt Hldngs LLC | not reported in the loaded dataset | $368,808 | not reported in the loaded dataset |
| Buchbinder Tunick & Company Llp | not reported in the loaded dataset | $300,000 | not reported in the loaded dataset |
| Deloitte Tax Llp | not reported in the loaded dataset | $217,050 | not reported in the loaded dataset |
| Sibson Consulting | not reported in the loaded dataset | $187,777 | not reported in the loaded dataset |
| Curcio Webb | not reported in the loaded dataset | $36,408 | not reported in the loaded dataset |
| Blackrock Institutional Trust Na | not reported in the loaded dataset | $9,099 | $0 |