Bwxt Master Trust — Form 5500 plan (Bwxt Investment Company)
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, Bwxt Master Trust is a benefit plan reported by Bwxt Investment Company under EIN 72-1172705 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $848,703,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bwxt Investment Company
- EIN
- 72-1172705
- Plan number
- 003
- Plan type
- 4
- Location
- Lynchburg, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $848,703,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015114245NAL0016251267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $848,703,602
- Total liabilities (EOY)
- $466,440
- Net assets (EOY)
- $848,237,162
- Net assets (BOY)
- $850,426,045
Income & contributions
- Total contributions
- $0
- Total income / additions
- $62,742,988
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,581,011
- Total expenses
- $7,581,011
- Net increase / (decrease)
- $55,161,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $597,298 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Service | NONE | $585,396 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgmt Ltd | NONE | $466,994 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $360,450 | not reported in the loaded dataset | 2023 |
| Lsv International(Ac) Value Equity | NONE | $319,175 | not reported in the loaded dataset | 2023 |
| Eagle Trust Company Inc | NONE | $193,082 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $187,805 | $0 | 2023 |
| Ernst & Young | NONE | $95,584 | not reported in the loaded dataset | 2023 |
| Rochelle Wald | NONE | $63,843 | not reported in the loaded dataset | 2023 |
| Lance J Mosby Pc | NONE | $63,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bwxt Investment Company
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Lynchburg, VA
- Buck Global, LLC — Schedule C compensation
- Towers Watson Investment Service — Schedule C compensation
- Morgan Stanley Investment Mgmt Ltd — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Lsv International(Ac) Value Equity — Schedule C compensation
- Eagle Trust Company Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Rochelle Wald — Schedule C compensation
- Lance J Mosby Pc — Schedule C compensation