Retirement Plan For Employees Of Lufkin Gears LLC — Form 5500 plan (Lufkin Gears 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, Retirement Plan For Employees Of Lufkin Gears LLC is a benefit plan reported by Lufkin Gears LLC under EIN 75-0404410 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,056 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lufkin Gears LLC
- EIN
- 75-0404410
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,056
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,056 | H, C | 20241014214759NAL0015581107002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $294,644,173
Income & contributions
- Total income / additions
- $5,118,298
Expenses & distributions
- Benefits paid
- $259,640,907
- Administrative expenses
- $2,354,664
- Total expenses
- $261,995,571
- Net increase / (decrease)
- -$256,877,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | ACTUARY | $1,016,476 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | INV-MGMT | $382,875 | not reported in the loaded dataset | 2023 |
| Fulbright & Jaworski | LEGAL | $258,386 | not reported in the loaded dataset | 2023 |
| Fiduciary Counselors Inc | LEGAL | $183,748 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $73,046 | not reported in the loaded dataset | 2023 |
| Simply Connect | CONSULTG | $47,544 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell | ACCOUNTING | $29,819 | not reported in the loaded dataset | 2023 |
| Fiduciary Management Inc | INV-MGMT | $8,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lufkin Gears LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Willis Towers Watson — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Fulbright & Jaworski — Schedule C compensation
- Fiduciary Counselors Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Simply Connect — Schedule C compensation
- Weaver And Tidwell — Schedule C compensation
- Fiduciary Management Inc — Schedule C compensation