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Original filing (PDF)20251015152126NAL0010354802001
LUFTHANSA GERMAN AIRLINES
Form 5500
FILING_RECEIVED
LUFTHANSA GERMAN AIRLINES PENSION PLAN FOR UNITED STATES EMPLOYEES
Defined-benefit pension plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
279
Accounts w/ balance
—
Plan assets (EOY)
$137.2M
Net assets (EOY)
$136.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "381429133 GOLDMAN SACHS COLLECTIVE TR MUTUAL FUND 5,940,874.634" is 51% of plan.
- 74 bps in Schedule C fees — 641% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUFTHANSA GERMAN AIRLINES.
Plan sponsor
Name
LUFTHANSA GERMAN AIRLINES
EIN
13-1789847
Address
1400 RXR PLAZA · WEST TOWER · UNIONDALE, NY · 11556
Phone
(516) 667-3610
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $584K | — |
| GOLDMAN SACHS ASSET MANAGEMENT LP | 13-3575636 | — | NONE | $338K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $68K | — |
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $27K | — |
Investments
8 direct securities · 2 pooled funds· $195.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$129.7M
8 holdings
Common Collective Trust
$65.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GS CT INTERMEDIATE DURATION CREDIT GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 034 | Common Collective Trust | — | — | $65.9M | 48.0% | |
| 381429133 GOLDMAN SACHS COLLECTIVE TR MUTUAL FUND 5,940,874.634 | — | — | $64.8M | $65.9M | 48.0% | |
| CORP. DEBT INSTR. - ALL OTHER | — | — | $34.7M | $30.6M | 22.3% | |
| CORP. DEBT INSTR. - PREFERRED | — | — | $21.5M | $18.9M | 13.8% | |
| INTEREST BEARING CASH | — | — | $8.4M | $8.4M | 6.1% | |
| 59299A921 MET LIFE GAC 438 MUTUTAL FUNDS 3,354,798.170 | — | — | $4.1M | $3.4M | 2.4% | |
| 99S24YCX5 IBX00082 TRS USD R E IBOXIG INDEX RE 5,139.440 | — | — | $1.7M | $1.6M | 1.2% | |
| INTEREST BEARING CASH | — | — | $945K | $945K | 0.7% | |
| INTEREST BEARING CASH | — | — | $25K | $25K | <0.1% | |
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3302956 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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