Liebherr-America Inc. Pension Plan — Form 5500 plan (Liebherr Mining & Construction)
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, Liebherr-America Inc. Pension Plan is a benefit plan reported by Liebherr Mining & Construction under EIN 54-0885749 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,834 participants and $223,211,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liebherr Mining & Construction
- EIN
- 54-0885749
- Plan number
- 001
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 1,834
- End-of-year plan assets
- $223,211,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,834 | H, C | 20240930141505NAL0005641377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $223,211,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $223,211,948
- Net assets (BOY)
- $181,469,778
Income & contributions
- Employer contributions
- $8,087,460
- Participant contributions
- $12,084,086
- Total contributions
- $21,160,358
- Total income / additions
- $52,385,765
Expenses & distributions
- Benefits paid
- $10,340,496
- Administrative expenses
- $303,099
- Total expenses
- $10,643,595
- Net increase / (decrease)
- $41,742,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | SERVICE PROVIDER | $0 | $60,581 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $27,500 | $10 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $27,500 | $0 | 2023 |
| Liebherr-America, Inc. | SERVICE PROVIDER | $10,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liebherr Mining & Construction
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Capfinancial Partners LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Liebherr-America, Inc. — Schedule C compensation