Llns 401(K) Retirement Plan — Form 5500 plan (Lawrence Livermore National Security 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, Llns 401(K) Retirement Plan is a benefit plan reported by Lawrence Livermore National Security LLC under EIN 20-5624386 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,768 participants and $2,045,899,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawrence Livermore National Security LLC
- EIN
- 20-5624386
- Plan number
- 001
- Plan type
- 2
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 9,768
- End-of-year plan assets
- $2,045,899,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,768 | H, C | 20241015101719NAL0029229777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,045,899,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,045,899,900
- Net assets (BOY)
- $1,608,244,280
Income & contributions
- Employer contributions
- $106,830,481
- Participant contributions
- $114,562,441
- Total contributions
- $245,299,632
- Total income / additions
- $548,130,295
Expenses & distributions
- Benefits paid
- $109,662,005
- Administrative expenses
- $795,949
- Total expenses
- $110,474,675
- Net increase / (decrease)
- $437,655,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $443,338 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | TRUSTEE | $91,419 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISOR | $64,509 | not reported in the loaded dataset | 2023 |
| Aon Risk Services Inc | FIDUCIARY INSURANCE | $61,115 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACOUNTANT/AUDITOR | $32,000 | not reported in the loaded dataset | 2023 |
| Alston & Bird | ATTORNEY/LEGAL | $13,038 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lawrence Livermore National Security LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Livermore, CA
- Fidelity Investments Institutional — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Mercer — Schedule C compensation
- Aon Risk Services Inc — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Alston & Bird — Schedule C compensation