Plan5500

2023 Form 5500 filing — Llns 401(K) Retirement Plan

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 20241015101719NAL0029229777001) for Llns 401(K) Retirement Plan, reported by Lawrence Livermore National Security LLC under EIN 20-5624386 and plan number 001. It reports 9,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015101719NAL0029229777001
Filing year
2023
Form type
2
Plan sponsor
Lawrence Livermore National Security LLC
EIN
20-5624386
Plan number
001
Location
Livermore, CA
Participants
9,768
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,045,899,900
Total liabilities (EOY)
$0
Net assets (EOY)
$2,045,899,900
Employer contributions
$106,830,481
Participant contributions
$114,562,441
Total income / additions
$548,130,295
Benefits paid
$109,662,005
Administrative expenses
$795,949
Total expenses
$110,474,675
Net increase / (decrease)
$437,655,620
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$443,338not reported in the loaded dataset
Bny Mellon Asset ServicingTRUSTEE$91,419not reported in the loaded dataset
MercerINVESTMENT ADVISOR$64,509not reported in the loaded dataset
Aon Risk Services IncFIDUCIARY INSURANCE$61,115not reported in the loaded dataset
Moss Adams LlpACOUNTANT/AUDITOR$32,000not reported in the loaded dataset
Alston & BirdATTORNEY/LEGAL$13,038not reported in the loaded dataset

Related Form 5500 pages