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Original filing (PDF)20251007181352NAL0002874643001
LAWRENCE LIVERMORE NATIONAL SECURITY LLC
Form 5500
FILING_RECEIVED
LLNS DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,127
Accounts w/ balance
—
Plan assets (EOY)
$3.9B
Net assets (EOY)
$3.9B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "LLNS/Triad Group Trust Plan interest in the LLNS/Triad Group Trust" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE LIVERMORE NATIONAL SECURITY LLC.
Plan sponsor
Name
LAWRENCE LIVERMORE NATIONAL SECURITY LLC
EIN
20-5624386
Address
7000 EAST AVENUE L642 · LIVERMORE, CA · 94550
Phone
(925) 424-3711
Industry
Professional & Technical Servicessee all
Plan administrator
Name
LLNS BENEFITS AND INVESTMENT COMMITTEE
EIN
20-5624386
City
LIVERMORE, CA
Phone
(925) 423-8452
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $3.8B(98% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LLNS & TRIAD NS DB PLAN GROUP TRUST LLNS, LLC & TRIAD NATIONAL SECURITY, LLC · EIN 26-6431956 / PN 001 | 103-12 Investment Entity | — | $3.8B | $3.8B | 97.5% |
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