Vought Aircraft Industries, Inc. Master Defined Benefit Trust — Form 5500 plan (Triumph Aerostructures, LLC.)
Plain-English plan 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, Vought Aircraft Industries, Inc. Master Defined Benefit Trust is a benefit plan reported by Triumph Aerostructures, LLC. under EIN 04-3526344 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,161,539,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Triumph Aerostructures, LLC.
- EIN
- 04-3526344
- Plan number
- 001
- Plan type
- 4
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,161,539,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240715193954NAL0001226387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,161,539,484
- Total liabilities (EOY)
- $2,703,750
- Net assets (EOY)
- $1,158,835,734
- Net assets (BOY)
- $1,203,986,659
Income & contributions
- Total contributions
- $0
- Total income / additions
- $73,428,262
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,905,564
- Total expenses
- $2,905,564
- Net increase / (decrease)
- $70,522,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Mgmt Inc. | NONE | $727,102 | not reported in the loaded dataset | 2023 |
| Sei Investments Co. | NONE | $621,844 | $0 | 2023 |
| Thoma Bravo | NONE | $371,997 | $0 | 2023 |
| Newton | NONE | $320,859 | not reported in the loaded dataset | 2023 |
| Light Year Capital | NONE | $97,106 | $0 | 2023 |
| Aea | NONE | $81,364 | $0 | 2023 |
| Riverside | NONE | $78,559 | not reported in the loaded dataset | 2023 |
| Odyssey Advisors | NONE | $74,586 | $0 | 2023 |
| Marlin | NONE | $73,008 | $0 | 2023 |
| Windrose Health Investors | NONE | $68,433 | $0 | 2023 |
| Frontenac | NONE | $53,782 | not reported in the loaded dataset | 2023 |
| Trive | NONE | $51,265 | not reported in the loaded dataset | 2023 |
| Mill Point | NONE | $50,364 | not reported in the loaded dataset | 2023 |
| Sk Capital | NONE | $31,198 | $0 | 2023 |
| Vista Equity Partners | NONE | $31,146 | $0 | 2023 |
| Advent International | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Amerrican Securities | NONE | $23,527 | $0 | 2023 |
| Goldpoint Partners | NONE | $12,460 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Triumph Aerostructures, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Jp Morgan Investment Mgmt Inc. — Schedule C compensation
- Sei Investments Co. — Schedule C compensation
- Thoma Bravo — Schedule C compensation
- Newton — Schedule C compensation
- Light Year Capital — Schedule C compensation
- Aea — Schedule C compensation
- Riverside — Schedule C compensation
- Odyssey Advisors — Schedule C compensation
- Marlin — Schedule C compensation
- Windrose Health Investors — Schedule C compensation
- Frontenac — Schedule C compensation
- Trive — Schedule C compensation
- Mill Point — Schedule C compensation
- Sk Capital — Schedule C compensation
- Vista Equity Partners — Schedule C compensation
- Advent International — Schedule C compensation
- Amerrican Securities — Schedule C compensation
- Goldpoint Partners — Schedule C compensation