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Original filing (PDF)20251010152822NAL0004748643001
LUFTHANSA GERMAN AIRLINES
Form 5500
FILING_RECEIVED
VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA
401(k) retirement plan
Active participants
1,858
Accounts w/ balance
2,565
Plan assets (EOY)
$353.8M
Net assets (EOY)
$353.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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) 296-9215
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GREEN HASSON & JANKS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $139K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $35K | — |
| K & L GATES, LLP | 25-0921018 | — | CONSULTANT | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GGF, LLP | — | ENCINO, CA | ACCOUNTANT | $42K | — |
Investments
29 direct securities · 5 pooled funds· $366.5M(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
$176.2M
28 holdings
Common Collective Trust
$174.0M
5 holdings
Mutual Funds
$16.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND CLASS M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $50.3M | 14.2% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $44.2M | 12.5% | |
| T. Rowe Price T Rowe Price Institutional Large Cap | — | — | $23.2M | $44.1M | 12.5% | |
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352742 / PN 001 | Common Collective Trust | — | — | $33.8M | 9.6% | |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $28.9M | 8.2% | |
| JP Morgan US Equity Fund Class R6 | — | — | — | $27.2M | 7.7% | |
| JP Morgan JP Morgan Mid Cap Value Fund R6 | — | — | — | $17.4M | 4.9% | |
| BLACKROCK RUSSELL 2000 FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $16.9M | 4.8% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $16.3M | 4.6% | |
| Vanguard Equity Income Class Admiral | — | — | — | $11.1M | 3.1% | |
| Neuberger Berman Neuberger Berman Mid Cap | — | — | — | $9.5M | 2.7% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | — | — | $8.5M | $8.5M | 2.4% | |
| American Euro Pacific | — | — | — | $8.5M | 2.4% | |
| Fidelity Total Bond K6 | — | — | — | $6.9M | 1.9% | |
| Vanguard 2030 Target Retirement | — | — | — | $6.5M | 1.8% | |
| Vanguard REIT Index Fund ADM | — | — | — | $5.9M | 1.7% | |
| Vanguard 2025 Target Retirement | — | — | — | $5.5M | 1.6% | |
| Vanguard 2035 Target Retirement | — | — | — | $5.0M | 1.4% | |
| LOAN FUND LOANS | — | — | $4.1M | $4.1M | 1.2% | |
| Participants' Vested Account Balances, Maturing through November 2029 | — | — | — | $4.1M | 1.2% | |
| Vanguard 2020 Target Retirement | — | — | — | $2.7M | 0.8% | |
| Vanguard 2040 Target Retirement | — | — | — | $2.4M | 0.7% | |
| Vanguard 2045 Target Retirement | — | — | — | $2.2M | 0.6% | |
| Pear Tree Funds Pear Tree Polaris Foreign Value Fund | — | — | — | $1.5M | 0.4% | |
| VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS | — | — | $1.4M | $1.3M | 0.4% | |
| Vanguard 2050 Target Retirement | — | — | — | $701K | 0.2% | |
| Vanguard 2055 Target Retirement | — | — | — | $511K | 0.1% | |
| Vanguard 2060 Target Retirement | — | — | — | $285K | <0.1% | |
| CALVERT US LRG CP CORE RESPN I MUTUAL FUNDS | — | — | $209K | $222K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $38K | $38K | <0.1% | |
| Interest-bearing Cash | — | — | — | $34K | <0.1% | |
| Vanguard 2065 Target Retirement | — | — | — | $11K | <0.1% | |
| Vanguard 2070 Target Retirement | — | — | — | $9K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $4K | $4K | <0.1% |