Retirement Plan For Employees Of Learjet Inc., Bombardier Aerospace Corporation And Affiliates — Form 5500 plan (Bombardier Aerospace (Holdings) Usa 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, Retirement Plan For Employees Of Learjet Inc., Bombardier Aerospace Corporation And Affiliates is a benefit plan reported by Bombardier Aerospace (Holdings) Usa Inc. under EIN 47-5222722 and plan number 008. The latest loaded filing year is 2023. The filing reports 4,560 participants and $488,864,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bombardier Aerospace (Holdings) Usa Inc.
- EIN
- 47-5222722
- Plan number
- 008
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
- Participants
- 4,560
- End-of-year plan assets
- $488,864,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,560 | H, C | 20241008134927NAL0030139360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $488,864,957
- Total liabilities (EOY)
- $2,864,017
- Net assets (EOY)
- $486,000,940
- Net assets (BOY)
- $435,538,823
Income & contributions
- Employer contributions
- $26,728,552
- Total contributions
- $26,728,552
- Total income / additions
- $82,660,963
Expenses & distributions
- Benefits paid
- $27,200,135
- Administrative expenses
- $4,998,711
- Total expenses
- $32,198,846
- Net increase / (decrease)
- $50,462,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,133,319 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Chase & Co. | NONE | $176,087 | $0 | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $89,023 | not reported in the loaded dataset | 2023 |
| Lifeworks | NONE | $65,628 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $64,701 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $62,180 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Intl Ltd. London | NONE | $0 | $32,172 | 2023 |
| Foulston | NONE | $10,674 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bombardier Aerospace (Holdings) Usa Inc.
- 2023 Form 5500 filing
- Willis Towers Watson Us LLC — Schedule C compensation
- J.P. Morgan Chase & Co. — Schedule C compensation
- Goldman Sachs Asset Management, Lp — Schedule C compensation
- Lifeworks — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Merrill Lynch Intl Ltd. London — Schedule C compensation
- Foulston — Schedule C compensation