2023 Form 5500 filing — Bwxt 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 20241015114245NAL0016251267001) for Bwxt Master Trust, reported by Bwxt Investment Company under EIN 72-1172705 and plan number 003. 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
- 20241015114245NAL0016251267001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bwxt Investment Company
- EIN
- 72-1172705
- Plan number
- 003
- Location
- Lynchburg, VA
- 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)
- $848,703,602
- Total liabilities (EOY)
- $466,440
- Net assets (EOY)
- $848,237,162
- Total income / additions
- $62,742,988
- Benefits paid
- $0
- Administrative expenses
- $7,581,011
- Total expenses
- $7,581,011
- Net increase / (decrease)
- $55,161,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $597,298 | not reported in the loaded dataset |
| Towers Watson Investment Service | NONE | $585,396 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgmt Ltd | NONE | $466,994 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $360,450 | not reported in the loaded dataset |
| Lsv International(Ac) Value Equity | NONE | $319,175 | not reported in the loaded dataset |
| Eagle Trust Company Inc | NONE | $193,082 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $187,805 | $0 |
| Ernst & Young | NONE | $95,584 | not reported in the loaded dataset |
| Rochelle Wald | NONE | $63,843 | not reported in the loaded dataset |
| Lance J Mosby Pc | NONE | $63,000 | not reported in the loaded dataset |