Spx Enterprises, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Spx Enterprises, LLC (EIN 88-1769617) is a plan sponsor located in Charlotte, NC with 15 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 88-1769617
- Location
- Charlotte, NC
- Loaded plans
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,168,317,909
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $1,168,317,909
Contributions & income
- Employer contributions
- $9,787,677
- Participant contributions
- $17,421,890
- Total income / additions
- $239,357,030
Expenses & distributions
- Benefits paid / distributions
- $98,894,115
- Total expenses
- $103,940,420
- Net increase / (decrease)
- $135,416,610
Coverage
- Total reported participants
- 27,655
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Spx Retirement Savings And Stock Ownership Plan | 005 | 6,598 | $825,611,783 | 2023 |
| Spx Us Pension Plan | 003 | 4,399 | $164,753,898 | 2023 |
| Spx Shared Cct Funds Master Trust | 102 | not reported in the loaded dataset | $95,953,699 | 2023 |
| Spx Master Trust Fund Jp Morgan Chase Bank, Trustee | 101 | not reported in the loaded dataset | $75,399,364 | 2023 |
| Patterson-Kelley Hourly Employees Pension Plan | 206 | 122 | $6,599,165 | 2023 |
| Spx Employee Assistance Plan | 591 | 2,322 | not reported in the loaded dataset | 2023 |
| Spx Comprehensive Medical Care Plan | 501 | 2,307 | not reported in the loaded dataset | 2023 |
| Spx Accidental Death And Dismemberment Plan | 514 | 2,303 | not reported in the loaded dataset | 2023 |
| Spx Comprehensive Life Insurance Plan | 561 | 2,299 | not reported in the loaded dataset | 2023 |
| Spx Short Term Disability Plan | 593 | 2,142 | not reported in the loaded dataset | 2023 |
| Spx Long Term Disability Plan | 513 | 2,095 | not reported in the loaded dataset | 2023 |
| Spx Severance Pay Plan | 545 | 2,055 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Spx Retirement Savings And Stock Ownership Plan | 6,598 | H, C | 20240723084747NAL0010953969001 |
| 2023 | Clyde Union, Inc. Welfare Benefit Plan | 1 | — | 20241002140456NAL0004062947001 |
| 2023 | Spx Accidental Death And Dismemberment Plan | 2,303 | — | 20241002140619NAL0014488672001 |
| 2023 | Spx Comprehensive Life Insurance Plan | 2,299 | — | 20241002140714NAL0017386674001 |
| 2023 | Spx Comprehensive Medical Care Plan | 2,307 | — | 20241002140751NAL0004859955001 |
| 2023 | Spx Employee Assistance Plan | 2,322 | — | 20241002140831NAL0015182512001 |
| 2023 | Spx Flexible Spending Account Plan For Health Care Expenses | 26 | — | 20241002140859NAL0004860851001 |
| 2023 | Spx Long Term Disability Plan | 2,095 | — | 20241002140925NAL0015185296001 |