2023 Form 5500 filing — Savannah River Nuclear Solutions, LLC 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 20241015185901NAL0050986720001) for Savannah River Nuclear Solutions, LLC Master Trust, reported by Savannah River Nuclear Solutions under EIN 26-0240191 and plan number 333. 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
- 20241015185901NAL0050986720001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Savannah River Nuclear Solutions
- EIN
- 26-0240191
- Plan number
- 333
- Location
- Aiken, SC
- 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)
- $3,874,009,456
- Total liabilities (EOY)
- $63,170
- Net assets (EOY)
- $3,873,946,286
- Total income / additions
- $347,689,461
- Benefits paid
- $0
- Administrative expenses
- $30,715,444
- Total expenses
- $30,715,444
- Net increase / (decrease)
- $316,974,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa, Inc. | NONE | $1,553,273 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $341,322 | $0 |
| Buck Global, LLC | NONE | $270,939 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $143,184 | not reported in the loaded dataset |
| Aegon Usa Investment Mgmt | NONE | $137,499 | not reported in the loaded dataset |
| Clarion Partners LLC | NONE | $111,040 | not reported in the loaded dataset |
| David Wright Tremaine Llp | NONE | $44,453 | not reported in the loaded dataset |
| Northern Trust | NONE | $19,489 | not reported in the loaded dataset |
| Prudential Bank & Trust Company | NONE | $17,176 | not reported in the loaded dataset |