2023 Form 5500 filing — Siemens Energy, Inc. Savings 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 20240827082344NAL0010357217001) for Siemens Energy, Inc. Savings Plan, reported by Siemens Energy, Inc. under EIN 13-3987280 and plan number 021. It reports 13,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827082344NAL0010357217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siemens Energy, Inc.
- EIN
- 13-3987280
- Plan number
- 021
- Location
- Orlando, FL
- Participants
- 13,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,536,850,533
- Total liabilities (EOY)
- $7,825,565
- Net assets (EOY)
- $3,529,024,968
- Employer contributions
- $85,243,486
- Participant contributions
- $127,277,154
- Total income / additions
- $698,870,278
- Benefits paid
- $267,990,017
- Administrative expenses
- $9,160,329
- Total expenses
- $277,150,346
- Net increase / (decrease)
- $421,719,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $2,980,761 | $0 |
| Invesco Trust Company | NONE | $1,680,609 | $0 |
| Blackrock Institutional Trust Co | NONE | $1,378,415 | $0 |
| Mfs | NONE | $861,039 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $428,225 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $344,600 | $0 |
| Hotchkis And Wiley Capital Mgmt | NONE | $320,950 | $0 |
| Schroder Investment Management | NONE | $304,264 | not reported in the loaded dataset |
| Acadian | NONE | $259,952 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $151,849 | $0 |
| Artisan Partners | NONE | $130,156 | $0 |
| Loomis Sayles And Company | NONE | $98,622 | not reported in the loaded dataset |
| Pershing LLC | NONE | $0 | $66,894 |
| Jpmorgan Chase Bank, N.A. | NONE | $65,921 | $0 |
| Dopkins And Company, Llp | NONE | $64,500 | not reported in the loaded dataset |
| Mercer | NONE | $53,079 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $50,952 | $0 |
| Nepc | NONE | $23,952 | not reported in the loaded dataset |
| Alight Financial Solutions, LLC | NONE | $0 | $7,798 |
| State Street Global Advisors | NONE | $6,758 | $0 |