2023 Form 5500 filing — Spx Retirement Savings And Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723084747NAL0010953969001) for Spx Retirement Savings And Stock Ownership Plan, reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 005. It reports 6,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723084747NAL0010953969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 005
- Location
- Charlotte, NC
- Participants
- 6,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $825,611,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $825,611,783
- Employer contributions
- $9,787,677
- Participant contributions
- $17,421,890
- Total income / additions
- $207,623,911
- Benefits paid
- $82,471,063
- Administrative expenses
- $388,661
- Total expenses
- $82,943,704
- Net increase / (decrease)
- $124,680,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Instit Operations Co | NONE | $183,779 | $0 |
| Mercer | NONE | $114,817 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $44,600 | not reported in the loaded dataset |
| Jenner And Block LLC | NONE | $29,393 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $11,072 | not reported in the loaded dataset |
| Blue & Co. LLC | NONE | $5,000 | not reported in the loaded dataset |