Fluor Corporation Master Retirement Trust (Dc) — Form 5500 plan (Fluor Corporation Master Retirement Trust (Dc))
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, Fluor Corporation Master Retirement Trust (Dc) is a benefit plan reported by Fluor Corporation Master Retirement Trust (Dc) under EIN 33-0414495 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,241,213,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluor Corporation Master Retirement Trust (Dc)
- EIN
- 33-0414495
- Plan number
- 001
- Plan type
- 4
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,241,213,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003093421NAL0005623907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,241,213,000
- Total liabilities (EOY)
- $9,827,000
- Net assets (EOY)
- $3,231,386,000
- Net assets (BOY)
- $2,960,288,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $431,693,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,050,000
- Total expenses
- $3,050,000
- Net increase / (decrease)
- $428,643,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Galliard Capital Management, Inc | NONE | $1,112,667 | $0 | 2023 |
| Mercer Investment Management | NONE | $803,397 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $395,798 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co,Na | NONE | $314,501 | not reported in the loaded dataset | 2023 |
| Loomis | NONE | $153,849 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $147,796 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $117,596 | not reported in the loaded dataset | 2023 |
| Macquarie | NONE | $107,780 | not reported in the loaded dataset | 2023 |
| Jennison Associates, LLC | NONE | $97,847 | not reported in the loaded dataset | 2023 |
| Westfield Small/Mid Cap Growth Fund | NONE | $95,686 | not reported in the loaded dataset | 2023 |
| River Road Asset Management, LLC | NONE | $76,384 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $75,926 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment, LLC | NONE | $69,988 | not reported in the loaded dataset | 2023 |
| Osam | NONE | $64,666 | not reported in the loaded dataset | 2023 |
| Manulife Global | NONE | $60,417 | not reported in the loaded dataset | 2023 |
| Lsv International | NONE | $52,109 | not reported in the loaded dataset | 2023 |
| Ninety One Emerging Markets Equity | NONE | $33,633 | not reported in the loaded dataset | 2023 |
| Mfs International Equity Fund | NONE | $30,881 | not reported in the loaded dataset | 2023 |
| American Century Investments | NONE | $27,893 | not reported in the loaded dataset | 2023 |
| Acadian Management | NONE | $7,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fluor Corporation Master Retirement Trust (Dc)
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Galliard Capital Management, Inc — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co,Na — Schedule C compensation
- Loomis — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Macquarie — Schedule C compensation
- Jennison Associates, LLC — Schedule C compensation
- Westfield Small/Mid Cap Growth Fund — Schedule C compensation
- River Road Asset Management, LLC — Schedule C compensation
- Prudential — Schedule C compensation
- Brandywine Global Investment, LLC — Schedule C compensation
- Osam — Schedule C compensation
- Manulife Global — Schedule C compensation
- Lsv International — Schedule C compensation
- Ninety One Emerging Markets Equity — Schedule C compensation
- Mfs International Equity Fund — Schedule C compensation
- American Century Investments — Schedule C compensation
- Acadian Management — Schedule C compensation