2023 Form 5500 filing — Master Trust For Certain Tax-Qualified Bechtel Retirement Plans
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725130752NAL0014506737001) for Master Trust For Certain Tax-Qualified Bechtel Retirement Plans, reported by Bechtel Global Corporation under EIN 32-0467751 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725130752NAL0014506737001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bechtel Global Corporation
- EIN
- 32-0467751
- Plan number
- 001
- Location
- Glendale, AZ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,653,222,091
- Total liabilities (EOY)
- $7,815,687
- Net assets (EOY)
- $5,645,406,404
- Total income / additions
- $805,375,662
- Benefits paid
- $0
- Administrative expenses
- $4,942,536
- Total expenses
- $4,942,536
- Net increase / (decrease)
- $800,433,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Comp | NONE | $0 | $747,508 |
| T Rowe Price Associate, Inc. | NONE | $0 | $628,747 |
| Victory Capital Mgmt Dba Integrity | NONE | $0 | $548,396 |
| State Street Global Advisors | NONE | $0 | $436,835 |
| Bechtel Global Corporation | PLAN SPONSOR & PLAN ADM | $0 | $366,754 |
| Mondrian Investment Partners Ltd | NONE | $0 | $324,040 |
| Northern Trust Company | NONE | $0 | $263,704 |
| Goldman Sachs Asset Management | NONE | $0 | $225,000 |
| Baillie Gifford | NONE | $0 | $216,022 |
| Doubleline Capital Lp | NONE | $0 | $210,395 |
| Barrow Hanley Mewhinney And Strauss | NONE | $0 | $112,415 |
| Towers Watson Delaware,Inc. | NONE | $0 | $106,000 |
| Aon Risk Solutions | NONE | $0 | $83,002 |
| Groom Law Group | NONE | $0 | $47,183 |
| Income Research + Management | NONE | $0 | $36,844 |
| Jpmorgan Chase Bank, N.A. | NONE | $0 | $35,221 |
| Crowe Llp | NONE | $0 | $33,650 |
| Curcio Webb | NONE | $0 | $28,000 |
| Financial Recovery Technologies | NONE | $0 | $12,500 |