PlanOptica
Retirement plan

TRIAD DEFINED BENEFIT PENSION PLAN

TRIAD NATIONAL SECURITY, LLCEIN 82-3291283Plan #003PY 2019
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POST OFFICE BOX 1663, MS P280 - LOS ALAMOS, NM 87545505-695-6568
Other plans on this EIN
2 filings
#001Retirement-$1.11B assets#002Retirement-$736.9M assets
Prospect flagsHigh retiree %Low participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(505) 695-6568
Plan administrator entity
LLNS/TRIAD BENEFITS AND INVESTMENT COMMITTEE
EIN 823291283
PO BOX 1663, MAIL STOP P280 · LOS ALAMOS, NM 87545
(505) 667-7220
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Summary metrics

Total assets (EOY)
$5516.2M
-17.2% from 2019
Total participants
6,122
+0.8% from 2019
Average account balance
$0
No prior year
Annual return
19.74%
-26.20 pp from 2019

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
$8,827
median $102
Employer contribution / active EE
$53,437
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
19.74%
median 17.22%
Overall peer rank
51st percentileavg across 6 metrics

Analytics

2018 - 2024
Total assets (EOY)
Plan-year ending balance
$5.59B
Average account balance
Total assets / participants with a balance (line 6g)
$921K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,220
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
$146.17M
Contributions per participant
Average employer and participant contribution per enrolled participant
$79K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.30%
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 2020-10-12

Top hat statement on fileNQDC

Filed April 25, 2019

Plan administrator

Plan administrator name— Sign in and upgrade to view
Bikini Atoll Road, SM 30
Los Alamos State: NM Zip Code: 87545
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (3)

  • Triad 2018 Restoration Plan13 emp
  • Triad 401(a)(17) Restoration Plan4 emp
  • Triad Restoration Plan10 emp

Total covered: 27 employees

Open the filing PDF

Plan features & details

Pension benefit codes1A3F
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).
  • 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