2023 Form 5500 filing — Vulcan Materials Master Pension Trust Fund
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 20240930151301NAL0005865521001) for Vulcan Materials Master Pension Trust Fund, reported by Legacy Vulcan LLC under EIN 20-8579133 and plan number 900. 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
- 20240930151301NAL0005865521001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Legacy Vulcan LLC
- EIN
- 20-8579133
- Plan number
- 900
- Location
- Vestavia Hills, AL
- 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)
- $681,823,328
- Total liabilities (EOY)
- $33,934,932
- Net assets (EOY)
- $647,888,396
- Total income / additions
- $53,782,758
- Benefits paid
- $0
- Administrative expenses
- $4,343,521
- Total expenses
- $4,343,521
- Net increase / (decrease)
- $49,439,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Compa | INVESTMENT MANAGER | $1,204,737 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $693,708 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $372,223 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $273,459 | not reported in the loaded dataset |
| Newport Group Securities, Inc. | CONSULTING | $83,873 | not reported in the loaded dataset |