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Original filing (PDF)20250715155326NAL0002312657001
TRIUMPH AEROSTRUCTURES, LLC
Form 5500
FILING_RECEIVED
VOUGHT AIRCRAFT INDUSTRIES, INC. HOURLY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
72
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
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)
86
/ 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
100
Knocking points off
- 27 bps in Schedule C fees — 448% above peer band of 5 bps.
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 TRIUMPH AEROSTRUCTURES, LLC.
Plan sponsor
Name
TRIUMPH AEROSTRUCTURES, LLC
EIN
51-0347963
Address
555 E LANCASTER AVENUE · SUITE 400 · RADNOR, PA · 19087
Phone
(610) 251-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | 13-4994650 | — | BANK/CUSTODIAN | $312K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | INVESTMENT MANAGER | $639K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | AUDITOR | $180K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY / ADMINISTRATOR | $2.0M | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER & PHILLIPS | 58-0619559 | — | LEGAL | $172K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIUMPH GROUP | 51-0347963 | — | EMPLOYER | $16K | — |
| INDEPENDENT INSURANCE ANALYSTS | — | SIMSBURY, CT | CONSULTING | $8K | — |
Investments
1 pooled fund· $1.2B(99% 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 |
|---|---|---|---|
| VOUGHT AIRCRAFT INDUSTRIES MDBT TRIUMPH AEROSTRUCTURES, LLC · EIN 04-3526344 / PN 001 | Master Trust | $1.2B | 98.8% |