2023 Form 5500 filing — Elbit Systems Of America Pension Plan For Employees In The Night Vision Bargaining Unit
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 20241015130904NAL0016456163001) for Elbit Systems Of America Pension Plan For Employees In The Night Vision Bargaining Unit, reported by Elbit Systems Of America, LLC under EIN 30-0403919 and plan number 002. It reports 1,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130904NAL0016456163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elbit Systems Of America, LLC
- EIN
- 30-0403919
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 1,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,524,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,524,633
- Total income / additions
- $11,213,058
- Benefits paid
- $12,853,358
- Administrative expenses
- $1,095,872
- Total expenses
- $13,949,230
- Net increase / (decrease)
- -$2,736,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $56,626 | not reported in the loaded dataset |
| Whitley Penn Llp | NONE | $32,239 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $27,775 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $21,436 | $0 |
| Principal Trust Company | NONE | $10,828 | $0 |