2023 Form 5500 filing — Safran Retirement And Savings Account 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 20241015181622NAL0057638274001) for Safran Retirement And Savings Account Plan, reported by Safran Usa, Inc. under EIN 51-0282961 and plan number 001. It reports 11,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181622NAL0057638274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Safran Usa, Inc.
- EIN
- 51-0282961
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 11,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $538,481,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $538,481,026
- Employer contributions
- $15,623,164
- Participant contributions
- $22,821,541
- Total income / additions
- $118,740,095
- Benefits paid
- $49,791,287
- Administrative expenses
- $166,956
- Total expenses
- $49,982,239
- Net increase / (decrease)
- $68,757,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | NONE | $55,022 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $49,871 | $0 |
| Mazars Usa Llp | NONE | $34,320 | not reported in the loaded dataset |
| Lockton Investment Advisors LLC | NONE | $24,929 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $296 | $0 |