Savannah River Nuclear Solutions, LLC Master Trust — Form 5500 plan (Savannah River Nuclear Solutions)

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, Savannah River Nuclear Solutions, LLC Master Trust is a benefit plan reported by Savannah River Nuclear Solutions under EIN 26-0240191 and plan number 333. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,874,009,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savannah River Nuclear Solutions
EIN
26-0240191
Plan number
333
Plan type
4
Location
Aiken, SC
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$3,874,009,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015185901NAL0050986720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,874,009,456
Total liabilities (EOY)
$63,170
Net assets (EOY)
$3,873,946,286
Net assets (BOY)
$3,459,822,607

Income & contributions

Total contributions
$0
Total income / additions
$347,689,461

Expenses & distributions

Benefits paid
$0
Administrative expenses
$30,715,444
Total expenses
$30,715,444
Net increase / (decrease)
$316,974,017

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Investments Usa, Inc.NONE$1,553,273not reported in the loaded dataset2023
Blackrock Institutional Trust CoNONE$341,322$02023
Buck Global, LLCNONE$270,939not reported in the loaded dataset2023
Jp Morgan Asset ManagementNONE$143,184not reported in the loaded dataset2023
Aegon Usa Investment MgmtNONE$137,499not reported in the loaded dataset2023
Clarion Partners LLCNONE$111,040not reported in the loaded dataset2023
David Wright Tremaine LlpNONE$44,453not reported in the loaded dataset2023
Northern TrustNONE$19,489not reported in the loaded dataset2023
Prudential Bank & Trust CompanyNONE$17,176not reported in the loaded dataset2023

Related Form 5500 pages