Elbit Systems Of America Pension Plan For Employees In The Night Vision Bargaining Unit — Form 5500 plan (Elbit Systems Of America, 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, Elbit Systems Of America Pension Plan For Employees In The Night Vision Bargaining Unit is a benefit plan reported by Elbit Systems Of America, LLC under EIN 30-0403919 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,266 participants and $86,524,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elbit Systems Of America, LLC
- EIN
- 30-0403919
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 1,266
- End-of-year plan assets
- $86,524,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,266 | H, C | 20241015130904NAL0016456163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,524,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,524,633
- Net assets (BOY)
- $89,260,805
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,213,058
Expenses & distributions
- Benefits paid
- $12,853,358
- Administrative expenses
- $1,095,872
- Total expenses
- $13,949,230
- Net increase / (decrease)
- -$2,736,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $56,626 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | NONE | $32,239 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $27,775 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $21,436 | $0 | 2023 |
| Principal Trust Company | NONE | $10,828 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elbit Systems Of America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- The Angell Pension Group, Inc. — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Principal Trust Company — Schedule C compensation