Constellis 401(K) Plan — Form 5500 plan (Constellis 401(K) Plan)
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, Constellis 401(K) Plan is a benefit plan reported by Constellis 401(K) Plan under EIN 47-3297412 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,120 participants and $606,566,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Constellis 401(K) Plan
- EIN
- 47-3297412
- Plan number
- 002
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 14,120
- End-of-year plan assets
- $606,566,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,120 | H, C | 20241015161806NAL0016861059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $606,566,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $606,566,702
- Net assets (BOY)
- $548,291,360
Income & contributions
- Employer contributions
- $42,204,169
- Participant contributions
- $39,801,295
- Total contributions
- $84,841,080
- Total income / additions
- $177,498,345
Expenses & distributions
- Benefits paid
- $117,826,536
- Administrative expenses
- $1,349,413
- Total expenses
- $119,223,003
- Net increase / (decrease)
- $58,275,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $707,458 | $0 | 2023 |
| Voya Retirement Advisors, LLC | ADVISOR | $355,580 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $80,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Constellis 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Voya Institutional Plan Services — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation