2023 Form 5500 filing — Agere Systems Pension 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 20241015152531NAL0028926337001) for Agere Systems Pension Plan, reported by Lsi Corporation under EIN 94-2712976 and plan number 003. It reports 5,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152531NAL0028926337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lsi Corporation
- EIN
- 94-2712976
- Plan number
- 003
- Location
- Breinigsville, PA
- Participants
- 5,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $995,357,959
- Total liabilities (EOY)
- $726,119
- Net assets (EOY)
- $994,631,840
- Total income / additions
- $73,093,011
- Benefits paid
- $87,356,503
- Administrative expenses
- $4,676,919
- Total expenses
- $92,033,422
- Net increase / (decrease)
- -$18,940,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates | NONE | $2,563,867 | not reported in the loaded dataset |
| Fidelity Instl Asset Mgt LLC | NONE | $791,451 | $0 |
| Legal & General Inv Mgt America, In | NONE | $508,325 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $460,545 | not reported in the loaded dataset |
| Jp Morgan Chase | NONE | $225,000 | $0 |
| Willis Towers Watson Us LLC | NONE | $191,570 | not reported in the loaded dataset |
| Fisher & Phillips Llp | NONE | $100,316 | not reported in the loaded dataset |