Communications & Power Industries Retirement Plan — Form 5500 plan (Communications & Power Industries 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, Communications & Power Industries Retirement Plan is a benefit plan reported by Communications & Power Industries LLC under EIN 77-0405693 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,185 participants and $339,900,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Communications & Power Industries LLC
- EIN
- 77-0405693
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 2,185
- End-of-year plan assets
- $339,900,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,185 | H, C | 20250714114851NAL0002520818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,900,273
- Total liabilities (EOY)
- $15
- Net assets (EOY)
- $339,900,258
- Net assets (BOY)
- $342,851,096
Income & contributions
- Employer contributions
- $5,175,910
- Participant contributions
- $12,284,441
- Total contributions
- $22,363,276
- Total income / additions
- $112,804,932
Expenses & distributions
- Benefits paid
- $115,407,535
- Administrative expenses
- $278,334
- Total expenses
- $115,755,770
- Net increase / (decrease)
- -$2,950,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,835 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $87,075 | not reported in the loaded dataset | 2023 |
| Marsh Mclennon Agency | PLAN SPONSOR | $36,300 | not reported in the loaded dataset | 2023 |
| Hogan Lovells | OTHER SERVICES | $20,272 | not reported in the loaded dataset | 2023 |
| Moss Adams, Llp | ACCOUNTANT | $7,845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Communications & Power Industries LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Marsh Mclennon Agency — Schedule C compensation
- Hogan Lovells — Schedule C compensation
- Moss Adams, Llp — Schedule C compensation