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Original filing (PDF)20251006232946NAL0004254097001
GE AVIATION SYSTEMS LLC
Form 5500
FILING_RECEIVED
GE AVIATION SYSTEMS PENSION PLAN FOR UAW LOCAL 330 UNION EMPLOYEES OF THE GRAND RAPIDS, MI DIVISION
Defined-benefit pension plan
Signals · 1
~97 bps in Sched C fees
Active participants
58
Accounts w/ balance
—
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
75
Participation health
100
Knocking points off
- 97 bps in Schedule C fees — 234% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 GE AVIATION SYSTEMS LLC.
Plan sponsor
Name
GE AVIATION SYSTEMS LLC
EIN
38-2733944
Address
ONE NEUMANN WAY · EVENDALE, OH · 45215
Phone
(617) 443-3000
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS COMMITTEE FOR CERTAIN GE AFFILIATE PLANS
EIN
31-1651279
City
EVENDALE, OH
Phone
(866) 229-1079
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
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | 04-1867445 | — | TRUSTEE/CUSTODIAN | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDITOR | $26K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 22-2232264 | — | ACTUARY | $175K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IVINS PHILLIPS BARKER | 52-1229560 | — | LEGAL | $15K | — |
Investments
1 pooled fund· $24.2M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GE AEROSPACE PENSION TRUST GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE · EIN 14-0689340 / PN 002 | Master Trust | $24.2M | 100.0% |
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