2023 Form 5500 filing — Canadian National Railway Company Savings Plan For U.S. Operations
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 20240905154621NAL0035247744001) for Canadian National Railway Company Savings Plan For U.S. Operations, reported by Grand Trunk Corporation under EIN 13-2673944 and plan number 003. It reports 7,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905154621NAL0035247744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grand Trunk Corporation
- EIN
- 13-2673944
- Plan number
- 003
- Location
- Homewood, IL
- Participants
- 7,621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $696,706,491
- Total liabilities (EOY)
- $91,803
- Net assets (EOY)
- $696,614,688
- Employer contributions
- $10,086,196
- Participant contributions
- $39,089,571
- Total income / additions
- $153,520,683
- Benefits paid
- $37,501,618
- Administrative expenses
- $503,703
- Total expenses
- $38,268,888
- Net increase / (decrease)
- $115,251,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $453,703 | $0 |
| Feldman, Ingardona&Co. | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |