Lear Combined Pension Plan — Form 5500 plan (Lear Corporation)

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, Lear Combined Pension Plan is a benefit plan reported by Lear Corporation under EIN 13-3386776 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,531 participants and $143,813,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lear Corporation
EIN
13-3386776
Plan number
004
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
4,531
End-of-year plan assets
$143,813,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,531H, C20241015171451NAL0015154147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$143,813,653
Total liabilities (EOY)
$68,761
Net assets (EOY)
$143,744,892
Net assets (BOY)
$136,493,995

Income & contributions

Total contributions
$0
Total income / additions
$17,906,955

Expenses & distributions

Benefits paid
$8,310,377
Administrative expenses
$2,345,681
Total expenses
$10,656,058
Net increase / (decrease)
$7,250,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$731,934not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCNONE$104,839$02023
The Northern Trust CompanyNONE$34,550$02023
Westfield Capital Management Co. LpNONE$29,963$02023
Brandes Investment Partners, Lp.NONE$25,165$02023
Sun Life Capital Management(U.S)LLCNONE$16,236not reported in the loaded dataset2023
Bmo Bank N.A.NONE$14,041$02023

Related Form 5500 pages