The Aerospace Employees' Retirement Plan (Aerp) — Form 5500 plan (The Aerospace Corporation)
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, The Aerospace Employees' Retirement Plan (Aerp) is a benefit plan reported by The Aerospace Corporation under EIN 95-2102389 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,925 participants and $2,135,360,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Aerospace Corporation
- EIN
- 95-2102389
- Plan number
- 001
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 7,925
- End-of-year plan assets
- $2,135,360,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,925 | H, C | 20250701115215NAL0017671760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,135,360,204
- Total liabilities (EOY)
- $6,461,001
- Net assets (EOY)
- $2,128,899,203
- Net assets (BOY)
- $1,903,649,040
Income & contributions
- Employer contributions
- $15,700,359
- Participant contributions
- $63
- Total contributions
- $15,700,422
- Total income / additions
- $398,816,235
Expenses & distributions
- Benefits paid
- $163,745,318
- Administrative expenses
- $9,820,754
- Total expenses
- $173,566,072
- Net increase / (decrease)
- $225,250,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $1,124,526 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $586,733 | not reported in the loaded dataset | 2023 |
| Pzena Investment Management | NONE | $569,730 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $479,785 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $475,229 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $290,000 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $148,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Aerospace Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Morgan Stanley — Schedule C compensation
- Pimco — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Blackrock — Schedule C compensation