2023 Form 5500 filing — Lummus Technology Savings Plan
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 20241014131103NAL0027355905001) for Lummus Technology Savings Plan, reported by Lummus Technology LLC under EIN 13-0989425 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131103NAL0027355905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lummus Technology LLC
- EIN
- 13-0989425
- Plan number
- 001
- Location
- Bloomfield, NJ
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,988,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,988,721
- Employer contributions
- $4,717,209
- Participant contributions
- $8,264,706
- Total income / additions
- $27,676,537
- Benefits paid
- $1,485,365
- Administrative expenses
- $29,528
- Total expenses
- $1,514,932
- Net increase / (decrease)
- $26,161,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $29,528 | $0 |
| American Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Delaware | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |