2023 Form 5500 filing — Lear Combined 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 20241015171451NAL0015154147001) for Lear Combined Pension Plan, reported by Lear Corporation under EIN 13-3386776 and plan number 004. It reports 4,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171451NAL0015154147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lear Corporation
- EIN
- 13-3386776
- Plan number
- 004
- Location
- Southfield, MI
- Participants
- 4,531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,813,653
- Total liabilities (EOY)
- $68,761
- Net assets (EOY)
- $143,744,892
- Total income / additions
- $17,906,955
- Benefits paid
- $8,310,377
- Administrative expenses
- $2,345,681
- Total expenses
- $10,656,058
- Net increase / (decrease)
- $7,250,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $731,934 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $104,839 | $0 |
| The Northern Trust Company | NONE | $34,550 | $0 |
| Westfield Capital Management Co. Lp | NONE | $29,963 | $0 |
| Brandes Investment Partners, Lp. | NONE | $25,165 | $0 |
| Sun Life Capital Management(U.S)LLC | NONE | $16,236 | not reported in the loaded dataset |
| Bmo Bank N.A. | NONE | $14,041 | $0 |