2023 Form 5500 filing — Siemens Energy, Inc. 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 20240827082636NAL0010658369001) for Siemens Energy, Inc. Pension Plan, reported by Siemens Energy, Inc. under EIN 13-3987280 and plan number 022. It reports 8,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827082636NAL0010658369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siemens Energy, Inc.
- EIN
- 13-3987280
- Plan number
- 022
- Location
- Orlando, FL
- Participants
- 8,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $563,544,665
- Total liabilities (EOY)
- $5,321,509
- Net assets (EOY)
- $558,223,156
- Employer contributions
- $1,600,140
- Participant contributions
- $69,524
- Total income / additions
- $53,884,120
- Benefits paid
- $45,342,250
- Administrative expenses
- $4,697,028
- Total expenses
- $50,039,278
- Net increase / (decrease)
- $3,844,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $590,996 | $0 |
| Jpmorgan Chase Bank, N.A. | NONE | $363,575 | $388 |
| Nepc | NONE | $254,279 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $227,120 | not reported in the loaded dataset |
| Wellington Management | NONE | $207,363 | not reported in the loaded dataset |
| Income Research & Management | NONE | $206,410 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $198,500 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $185,558 | not reported in the loaded dataset |
| Schroder Investment Management | NONE | $102,715 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $74,256 | $0 |
| Dopkins And Company, Llp | NONE | $52,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $7,780 | $0 |
| Mercer | NONE | $6,955 | not reported in the loaded dataset |