2023 Form 5500 filing — Lufthansa German Airlines Pension Plan For United States Employees
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 20241014074713NAL0051455714001) for Lufthansa German Airlines Pension Plan For United States Employees, reported by Lufthansa German Airlines under EIN 13-1789847 and plan number 333. It reports 1,792 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074713NAL0051455714001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lufthansa German Airlines
- EIN
- 13-1789847
- Plan number
- 333
- Location
- Uniondale, NY
- Participants
- 1,792
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,881,811
- Total liabilities (EOY)
- $166,034
- Net assets (EOY)
- $148,715,777
- Total income / additions
- $15,756,545
- Benefits paid
- $12,710,843
- Administrative expenses
- $1,045,837
- Total expenses
- $13,756,680
- Net increase / (decrease)
- $1,999,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $398,979 | not reported in the loaded dataset |
| Goldman Sachs Asset Management Lp | NONE | $329,107 | $0 |
| State Street Bank & Trust Company | NONE | $67,387 | $0 |
| Cap Financial Partners, LLC | NONE | $25,750 | not reported in the loaded dataset |