Heidelberg Materials Us Pension Trust — Form 5500 plan (Heidelberg Materials Us, 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, Heidelberg Materials Us Pension Trust is a benefit plan reported by Heidelberg Materials Us, Inc. under EIN 51-0482898 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $862,233,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heidelberg Materials Us, Inc.
- EIN
- 51-0482898
- 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
- $862,233,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015104036NAL0028092657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $862,233,375
- Total liabilities (EOY)
- $726,203
- Net assets (EOY)
- $861,507,172
- Net assets (BOY)
- $864,466,494
Income & contributions
- Total contributions
- $0
- Total income / additions
- $88,490,900
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $14,727,754
- Total expenses
- $14,727,754
- Net increase / (decrease)
- $73,763,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Sol | OUTSIDE VENDOR | $699,213 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors L.L.C. | OUTSIDE VENDOR | $595,428 | not reported in the loaded dataset | 2023 |
| Grantham, Mayo Van Otterloo & Co. | OUTSIDE VENDOR | $595,268 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | OUTSIDE VENDOR | $463,182 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | OUTSIDE VENDOR | $457,275 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | OUTSIDE VENDOR | $344,727 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | OUTSIDE VENDOR | $158,261 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | OUTSIDE VENDOR | $145,522 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | OUTSIDE VENDOR | $141,269 | not reported in the loaded dataset | 2023 |
| Mellon Bank, N.A. | OUTSIDE VENDOR | $79,638 | not reported in the loaded dataset | 2023 |
| Blackrock | OUTSIDE VENDOR | $28,284 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heidelberg Materials Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Alight Sol — Schedule C compensation
- Nisa Investment Advisors L.L.C. — Schedule C compensation
- Grantham, Mayo Van Otterloo & Co. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Mellon Bank, N.A. — Schedule C compensation
- Blackrock — Schedule C compensation