2023 Form 5500 filing — Master Trust For Siemens Savings Plans
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 20240823082810NAL0003080931001) for Master Trust For Siemens Savings Plans, reported by Siemens Corporation under EIN 22-6712952 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823082810NAL0003080931001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Siemens Corporation
- EIN
- 22-6712952
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,850,070,877
- Total liabilities (EOY)
- $7,777,640
- Net assets (EOY)
- $8,842,293,237
- Total income / additions
- $1,190,966,093
- Benefits paid
- $0
- Administrative expenses
- $18,543,700
- Total expenses
- $18,543,700
- Net increase / (decrease)
- $1,172,422,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $8,128,055 | $0 |
| Blackrock Institutional Trust Co | NONE | $3,731,415 | $0 |
| Mfs | NONE | $1,550,619 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $958,203 | $0 |
| Ofi/Invesco | NONE | $823,168 | not reported in the loaded dataset |
| Hotchkis And Wiley Capital Mgmt | NONE | $737,704 | $0 |
| Schroder Investment Management | NONE | $686,605 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $491,251 | not reported in the loaded dataset |
| Artisan Partners | NONE | $416,552 | $0 |
| Invesco Trust Company | NONE | $286,031 | $0 |
| Jpmorgan Chase Bank, N.A. | NONE | $269,101 | $0 |
| Pershing LLC | NONE | $0 | $204,687 |
| Loomis Sayles And Company | NONE | $158,002 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $101,849 | $0 |
| The Northern Trust Company | NONE | $92,981 | $0 |
| Ernst And Young Llp | NONE | $81,600 | not reported in the loaded dataset |
| Alight Financial Solutions, LLC | NONE | $0 | $48,031 |
| Dopkins And Company, Llp | NONE | $33,000 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $9,500 | not reported in the loaded dataset |