Portsmouth D&D 401k Savings Plan — Form 5500 plan (Fluor-Bwxt Portsmouth 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, Portsmouth D&D 401k Savings Plan is a benefit plan reported by Fluor-Bwxt Portsmouth LLC under EIN 27-1279969 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,624 participants and $244,881,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluor-Bwxt Portsmouth LLC
- EIN
- 27-1279969
- Plan number
- 001
- Plan type
- 2
- Location
- Piketon, OH
- Latest filing year
- 2023
- Participants
- 1,624
- End-of-year plan assets
- $244,881,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,624 | H, C | 20241011110622NAL0038520928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,881,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,881,288
- Net assets (BOY)
- $205,007,087
Income & contributions
- Employer contributions
- $12,233,260
- Participant contributions
- $13,834,536
- Total contributions
- $26,463,639
- Total income / additions
- $60,280,879
Expenses & distributions
- Benefits paid
- $19,893,640
- Administrative expenses
- $546,595
- Total expenses
- $20,406,678
- Net increase / (decrease)
- $39,874,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Advisors, LLC | NA | $112,209 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services, L | RECORDKEEPER | $109,642 | $0 | 2023 |
| Fiducient Advisors | INVEST ADVISOR | $68,456 | not reported in the loaded dataset | 2023 |
| Schneider Downs | ACCOUNTANT | $15,039 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fluor-Bwxt Portsmouth LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Piketon, OH
- Voya Retirement Advisors, LLC — Schedule C compensation
- Voya Institutional Plan Services, L — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Schneider Downs — Schedule C compensation