2023 Form 5500 filing — Daimler Truck N.A. LLC Master Retirement 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 20241015184251NAL0017062003004) for Daimler Truck N.A. LLC Master Retirement Trust, reported by Daimler Truck North America LLC under EIN 93-0790608 and plan number 009. 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
- 20241015184251NAL0017062003004
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Daimler Truck North America LLC
- EIN
- 93-0790608
- Plan number
- 009
- Location
- Portland, OR
- 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)
- $1,638,320,976
- Total liabilities (EOY)
- $4,855,776
- Net assets (EOY)
- $1,633,465,200
- Total income / additions
- $159,044,081
- Administrative expenses
- $3,914,109
- Total expenses
- $3,914,109
- Net increase / (decrease)
- $155,129,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa | N/A | $767,298 | not reported in the loaded dataset |
| Stw/Schroders | N/A | $752,621 | not reported in the loaded dataset |
| Lsv Asset Management | N/A | $404,919 | not reported in the loaded dataset |
| Bank Of New York | N/A | $365,370 | not reported in the loaded dataset |
| Ubs | N/A | $356,032 | not reported in the loaded dataset |
| William Blair | N/A | $331,901 | not reported in the loaded dataset |
| Dodge & Cox | N/A | $265,995 | not reported in the loaded dataset |
| Jennison Associates | N/A | $240,627 | not reported in the loaded dataset |
| Rv Kuhns | N/A | $170,932 | not reported in the loaded dataset |
| Artisan Partners | N/A | $163,400 | not reported in the loaded dataset |
| Westwood Management Group | N/A | $106,236 | not reported in the loaded dataset |