Voluntary Investment Plan For Employees Of Lufthansa — Form 5500 plan (Lufthansa German Airlines)

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, Voluntary Investment Plan For Employees Of Lufthansa is a benefit plan reported by Lufthansa German Airlines under EIN 13-1789847 and plan number 334. The latest loaded filing year is 2023. The filing reports 2,432 participants and $312,097,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lufthansa German Airlines
EIN
13-1789847
Plan number
334
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
2,432
End-of-year plan assets
$312,097,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,432H, C20241010111206NAL0009938211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$312,097,186
Total liabilities (EOY)
$0
Net assets (EOY)
$312,097,186
Net assets (BOY)
$264,691,649

Income & contributions

Employer contributions
$8,070,415
Participant contributions
$12,035,051
Total contributions
$21,010,982
Total income / additions
$64,695,538

Expenses & distributions

Benefits paid
$17,086,805
Administrative expenses
$203,196
Total expenses
$17,290,001
Net increase / (decrease)
$47,405,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$140,283$02023
CaptrustCONSULTANT$31,691not reported in the loaded dataset2023
Ggf, LlpACCOUNTANT$29,400not reported in the loaded dataset2023

Related Form 5500 pages