Vulcan Materials Master Pension Trust Fund — Form 5500 plan (Legacy Vulcan LLC)
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, Vulcan Materials Master Pension Trust Fund is a benefit plan reported by Legacy Vulcan LLC under EIN 20-8579133 and plan number 900. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $681,823,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Vulcan LLC
- EIN
- 20-8579133
- Plan number
- 900
- Plan type
- 4
- Location
- Vestavia Hills, AL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $681,823,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240930151301NAL0005865521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $681,823,328
- Total liabilities (EOY)
- $33,934,932
- Net assets (EOY)
- $647,888,396
- Net assets (BOY)
- $637,750,089
Income & contributions
- Total contributions
- $0
- Total income / additions
- $53,782,758
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,343,521
- Total expenses
- $4,343,521
- Net increase / (decrease)
- $49,439,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Compa | INVESTMENT MANAGER | $1,204,737 | not reported in the loaded dataset | 2023 |
| Aon Consulting | ACTUARY | $693,708 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $372,223 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $273,459 | not reported in the loaded dataset | 2023 |
| Newport Group Securities, Inc. | CONSULTING | $83,873 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy Vulcan LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Vestavia Hills, AL
- Pacific Investment Management Compa — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Newport Group Securities, Inc. — Schedule C compensation