Garrett Transportation I Inc. Pension Plan — Form 5500 plan (Garrett Transportation I 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, Garrett Transportation I Inc. Pension Plan is a benefit plan reported by Garrett Transportation I Inc. under EIN 82-4723195 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,266 participants and $173,410,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garrett Transportation I Inc.
EIN
82-4723195
Plan number
002
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
1,266
End-of-year plan assets
$173,410,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,266H, C20241007161010NAL0015481041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,410,582
Total liabilities (EOY)
$0
Net assets (EOY)
$173,410,582
Net assets (BOY)
$169,202,144

Income & contributions

Total contributions
$0
Total income / additions
$15,401,150

Expenses & distributions

Benefits paid
$10,354,515
Administrative expenses
$838,197
Total expenses
$11,192,712
Net increase / (decrease)
$4,208,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Investments Usa IncNONE$261,200not reported in the loaded dataset2023
Northern Trust CompanyNONE$182,046not reported in the loaded dataset2023
Alight Solutions LLCNONE$129,818$432023
Mcdermott Will & EmeryNONE$102,961not reported in the loaded dataset2023
Crowe LlpNONE$33,800not reported in the loaded dataset2023
Aon ConsultingNONE$8,333not reported in the loaded dataset2023

Related Form 5500 pages