Lufthansa German Airlines Pension Plan For United States Employees — Form 5500 plan (Lufthansa German Airlines)

Plain-English plan 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, Lufthansa German Airlines Pension Plan For United States Employees is a benefit plan reported by Lufthansa German Airlines under EIN 13-1789847 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,792 participants and $148,881,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lufthansa German Airlines
EIN
13-1789847
Plan number
333
Plan type
3
Location
Uniondale, NY
Latest filing year
2023
Participants
1,792
End-of-year plan assets
$148,881,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,792H, C20241014074713NAL0051455714001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,881,811
Total liabilities (EOY)
$166,034
Net assets (EOY)
$148,715,777
Net assets (BOY)
$146,715,912

Income & contributions

Total contributions
$0
Total income / additions
$15,756,545

Expenses & distributions

Benefits paid
$12,710,843
Administrative expenses
$1,045,837
Total expenses
$13,756,680
Net increase / (decrease)
$1,999,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buck Global, LLCNONE$398,979not reported in the loaded dataset2023
Goldman Sachs Asset Management LpNONE$329,107$02023
State Street Bank & Trust CompanyNONE$67,387$02023
Cap Financial Partners, LLCNONE$25,750not reported in the loaded dataset2023

Related Form 5500 pages