2023 Form 5500 filing — Bechtel Plant Machinery, Inc. 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 20241231122225NAL0010795715001) for Bechtel Plant Machinery, Inc. Pension Plan, reported by Bechtel Plant Machinery, Inc. under EIN 94-3330445 and plan number 002. It reports 1,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231122225NAL0010795715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bechtel Plant Machinery, Inc.
- EIN
- 94-3330445
- Plan number
- 002
- Location
- Monroeville, PA
- Participants
- 1,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $347,157,003
- Total liabilities (EOY)
- $233,923
- Net assets (EOY)
- $346,923,080
- Employer contributions
- $10,700,000
- Participant contributions
- $984,045
- Total income / additions
- $54,679,441
- Benefits paid
- $16,866,090
- Administrative expenses
- $2,213,025
- Total expenses
- $19,079,115
- Net increase / (decrease)
- $35,600,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | NONE | $255,932 | $0 |
| Metlife Investment Management | NONE | $216,659 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $194,089 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $115,601 | $0 |
| The Northern Trust Company | NONE | $84,861 | $0 |
| Mercer Investments LLC | NONE | $74,713 | not reported in the loaded dataset |
| William Blair Investment Mgmt, LLC | NONE | $72,163 | $0 |
| Acadian Asset Management LLC | NONE | $65,897 | not reported in the loaded dataset |
| Comerica Bank | NONE | $48,892 | $0 |
| Ameriprise Trust Company | NONE | $36,387 | $0 |
| Aon Risk Solutions, Inc. | NONE | $29,681 | not reported in the loaded dataset |
| Schneider Downs & Co. | NONE | $18,668 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $12,070 | $0 |
| Bny Mellon | NONE | $0 | $9,029 |