Lummus Technology Savings Plan — Form 5500 plan (Lummus Technology 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, Lummus Technology Savings Plan is a benefit plan reported by Lummus Technology LLC under EIN 13-0989425 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $90,988,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lummus Technology LLC
- EIN
- 13-0989425
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield, NJ
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $90,988,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20241014131103NAL0027355905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,988,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,988,721
- Net assets (BOY)
- $64,827,116
Income & contributions
- Employer contributions
- $4,717,209
- Participant contributions
- $8,264,706
- Total contributions
- $13,707,798
- Total income / additions
- $27,676,537
Expenses & distributions
- Benefits paid
- $1,485,365
- Administrative expenses
- $29,528
- Total expenses
- $1,514,932
- Net increase / (decrease)
- $26,161,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $29,528 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Delaware | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lummus Technology LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bloomfield, NJ
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Delaware — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation