Bae Systems Employees' Retirement Plan — Form 5500 plan (Bae Systems, Inc.)
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, Bae Systems Employees' Retirement Plan is a benefit plan reported by Bae Systems, Inc. under EIN 22-3537950 and plan number 050. The latest loaded filing year is 2023. The filing reports 30,388 participants and $3,419,739,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bae Systems, Inc.
- EIN
- 22-3537950
- Plan number
- 050
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 30,388
- End-of-year plan assets
- $3,419,739,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,388 | H, C | 20241014085951NAL0013031427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,419,739,198
- Total liabilities (EOY)
- $1,461,916
- Net assets (EOY)
- $3,418,277,282
- Net assets (BOY)
- $4,146,864,171
Income & contributions
- Total contributions
- $0
- Total income / additions
- $371,113,429
Expenses & distributions
- Benefits paid
- $1,174,687,310
- Administrative expenses
- $22,042,750
- Total expenses
- $1,196,730,060
- Net increase / (decrease)
- -$825,616,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $2,823,362 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Management | NONE | $1,104,613 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $961,130 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $959,235 | $0 | 2023 |
| Nisa Investment Advisors | NONE | $849,662 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $792,358 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $590,502 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $447,897 | $0 | 2023 |
| Franklin Templeton | NONE | $350,017 | $0 | 2023 |
| Ubs | NONE | $178,459 | not reported in the loaded dataset | 2023 |
| Lgim America | NONE | $175,599 | not reported in the loaded dataset | 2023 |
| Deloitte | NONE | $168,142 | not reported in the loaded dataset | 2023 |
| Peggy Edge, Cpa | NONE | $52,670 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $44,425 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $32,421 | $410 | 2023 |
| Pricewaterhousecoopers | NONE | $24,819 | not reported in the loaded dataset | 2023 |
| Iss Scas | NONE | $7,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bae Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Willis Towers Watson — Schedule C compensation
- Metropolitan West Asset Management — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Pimco — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Groom Law Group — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Ubs — Schedule C compensation
- Lgim America — Schedule C compensation
- Deloitte — Schedule C compensation
- Peggy Edge, Cpa — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation
- Iss Scas — Schedule C compensation