2023 Form 5500 filing — Siemens Pension 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 20240823090647NAL0006231057001) for Siemens Pension Plan, reported by Siemens Corporation under EIN 13-2623356 and plan number 001. It reports 19,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823090647NAL0006231057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siemens Corporation
- EIN
- 13-2623356
- Plan number
- 001
- Location
- Iselin, NJ
- Participants
- 19,460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,537,672,312
- Total liabilities (EOY)
- $15,151,937
- Net assets (EOY)
- $1,522,520,375
- Total income / additions
- $163,192,293
- Benefits paid
- $120,340,268
- Administrative expenses
- $9,004,728
- Total expenses
- $129,344,996
- Net increase / (decrease)
- $33,847,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions | NONE | $1,070,244 | not reported in the loaded dataset |
| Income Research & Managment | NONE | $579,097 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $516,940 | $0 |
| Wellington Management Company | NONE | $515,443 | not reported in the loaded dataset |
| Nepc | NONE | $360,655 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $254,139 | not reported in the loaded dataset |
| Nisa | NONE | $190,976 | not reported in the loaded dataset |
| Longview Partners | NONE | $188,304 | not reported in the loaded dataset |
| Schroder Investment Management | NONE | $127,956 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $110,436 | $0 |
| Willis Tower Watson | NONE | $104,500 | not reported in the loaded dataset |
| Mfs Institutional Advisors, Inc. | NONE | $95,758 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $63,725 | not reported in the loaded dataset |
| Ernst And Young Llp | NONE | $52,463 | not reported in the loaded dataset |
| Dopkins And Company, Llp | NONE | $21,500 | not reported in the loaded dataset |
| Bloomberg Lp | NONE | $11,308 | not reported in the loaded dataset |