2023 Form 5500 filing — Retirement Plan For Employees Of Lufkin Gears LLC
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 20241014214759NAL0015581107002) for Retirement Plan For Employees Of Lufkin Gears LLC, reported by Lufkin Gears LLC under EIN 75-0404410 and plan number 001. It reports 3,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014214759NAL0015581107002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lufkin Gears LLC
- EIN
- 75-0404410
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 3,056
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $5,118,298
- Benefits paid
- $259,640,907
- Administrative expenses
- $2,354,664
- Total expenses
- $261,995,571
- Net increase / (decrease)
- -$256,877,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | ACTUARY | $1,016,476 | not reported in the loaded dataset |
| Blackrock Financial Management | INV-MGMT | $382,875 | not reported in the loaded dataset |
| Fulbright & Jaworski | LEGAL | $258,386 | not reported in the loaded dataset |
| Fiduciary Counselors Inc | LEGAL | $183,748 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $73,046 | not reported in the loaded dataset |
| Simply Connect | CONSULTG | $47,544 | not reported in the loaded dataset |
| Weaver And Tidwell | ACCOUNTING | $29,819 | not reported in the loaded dataset |
| Fiduciary Management Inc | INV-MGMT | $8,855 | not reported in the loaded dataset |