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Original filing (PDF)20251015070139NAL0005378560001
BAE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
BAE SYSTEMS RETIREE WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 1
12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$156.8M
Net assets (EOY)
$156.4M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 62 bps in Schedule C fees — 518% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAE SYSTEMS, INC..
Plan sponsor
Name
BAE SYSTEMS, INC.
EIN
22-3537950
Address
2941 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA · 22042
Phone
(888) 900-4223
Industry
Manufacturingsee all
Plan administrator
Name
BAE SYSTEMS ADMINISTRATIVE COMMITTEE
EIN
52-2267705
City
FALLS CHURCH, VA
Phone
(888) 900-4223
Plan characteristics
Plan number
515
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $340K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $184K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $114K | — |
| AON CONSULTING INC. | 22-2232264 | — | NONE | $100K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $94K | — |
| CIGNA | 59-1031071 | — | NONE | $62K | — |
| RHK CONSULTING LLC | 81-4275535 | — | NONE | $21K | — |
| PEGGY EDGE CPA LLC | 26-4527814 | — | NONE | $18K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $11K | — |
| PRICEWATERHOUSECOOPERS (PWC) | 13-4008324 | — | NONE | $9K | — |
| DIRECTPATH | 02-0677999 | — | NONE | $9K | — |
| HAGER STRATEGIC, INC. | 52-1942556 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.