2023 Form 5500 filing — Heidelberg Materials Us Pension 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 20241015104036NAL0028092657001) for Heidelberg Materials Us Pension Trust, reported by Heidelberg Materials Us, Inc. under EIN 51-0482898 and plan number 001. 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
- 20241015104036NAL0028092657001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Heidelberg Materials Us, Inc.
- EIN
- 51-0482898
- Plan number
- 001
- Location
- Irving, TX
- 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)
- $862,233,375
- Total liabilities (EOY)
- $726,203
- Net assets (EOY)
- $861,507,172
- Total income / additions
- $88,490,900
- Benefits paid
- $0
- Administrative expenses
- $14,727,754
- Total expenses
- $14,727,754
- Net increase / (decrease)
- $73,763,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Sol | OUTSIDE VENDOR | $699,213 | not reported in the loaded dataset |
| Nisa Investment Advisors L.L.C. | OUTSIDE VENDOR | $595,428 | not reported in the loaded dataset |
| Grantham, Mayo Van Otterloo & Co. | OUTSIDE VENDOR | $595,268 | not reported in the loaded dataset |
| Willis Towers Watson | OUTSIDE VENDOR | $463,182 | not reported in the loaded dataset |
| Wellington Trust Company | OUTSIDE VENDOR | $457,275 | not reported in the loaded dataset |
| Nepc, LLC | OUTSIDE VENDOR | $344,727 | not reported in the loaded dataset |
| Northern Trust Company | OUTSIDE VENDOR | $158,261 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | OUTSIDE VENDOR | $145,522 | not reported in the loaded dataset |
| Whitley Penn Llp | OUTSIDE VENDOR | $141,269 | not reported in the loaded dataset |
| Mellon Bank, N.A. | OUTSIDE VENDOR | $79,638 | not reported in the loaded dataset |
| Blackrock | OUTSIDE VENDOR | $28,284 | not reported in the loaded dataset |