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Retirement plan

LLNS DEFINED BENEFIT PENSION PLAN

LAWRENCE LIVERMORE NATIONAL SECURITY LLCEIN 20-5624386Plan #003PY 2019
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7000 EAST AVENUE L640 - LIVERMORE, CA 94550925-424-3711LinkedIn51-200 employees
Other plans on this EIN
2 filings
#001Retirement-$1.20B assets#002Retirement-$477.7M assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(925) 424-3711
Plan administrator entity
LLNS BENEFITS AND INVESTMENT COMMITTEE
EIN 205624386
7000 EAST AVENUE, MAIL STOP L-640 · LIVERMORE, CA 94550
(925) 424-5085
How to read this page

Summary metrics

Total assets (EOY)
$3776.5M
-6.3% from 2016
Total participants
3,538
+0.1% from 2016
Average account balance
$0
No prior year
Annual return
19.87%
-9.57 pp from 2016

Benchmarks

See 1,029 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,029 peers
Snapshot2019
Participant deferral / active EE
$10,667
median $102
Employer contribution / active EE
$25,316
median $9,206
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
19.87%
median 17.22%
Overall peer rank
49th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.86B
Average account balance
Total assets / participants with a balance (line 6g)
$1.1M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,443
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$122.59M
Contributions per participant
Average employer and participant contribution per enrolled participant
$109K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.12%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

ERIK A. HEISKANEN

WILLIS TOWERS WATSON US LLC
Enrollment #2007772
600 UNIVERSITY STREET
SUITE 3100
SEATTLE, WA 981011176
(206) 625-1125
Signed 2020-10-01

Top hat statement on fileNQDC

Filed January 26, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1B3F
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified