2023 Form 5500 filing — Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies
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 20240923163644NAL0020900704001) for Retirement Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies, reported by Norfolk Southern Corporation under EIN 52-1188014 and plan number 001. It reports 14,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923163644NAL0020900704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norfolk Southern Corporation
- EIN
- 52-1188014
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 14,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,494,789,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,494,789,933
- Total income / additions
- $395,213,379
- Benefits paid
- $132,586,424
- Administrative expenses
- $11,683,256
- Total expenses
- $144,269,680
- Net increase / (decrease)
- $250,943,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Investor | NONE | $1,400,309 | $0 |
| Primecap Management Company | NONE | $1,380,951 | $0 |
| Conestoga Capital Advisors | NONE | $1,080,490 | $0 |
| Cooke & Bieler Inc. | NONE | $950,594 | $0 |
| Invesco Capital Management | NONE | $880,736 | $0 |
| Aon Consulting | NONE | $805,369 | not reported in the loaded dataset |
| Diamond Hill Capital Management Inc | NONE | $771,921 | $0 |
| John W. Bristol & Co., Inc. | NONE | $716,198 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $584,196 | not reported in the loaded dataset |
| Capital Guardian Trust Company | NONE | $432,179 | $0 |
| Northern Trust Company | NONE | $429,290 | $0 |
| Lcg Associates, Inc. | NONE | $250,000 | not reported in the loaded dataset |
| Blackrock | NONE | $133,516 | not reported in the loaded dataset |
| Towers Watson Pennsylvania, Inc., | NONE | $89,605 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $15,727 | not reported in the loaded dataset |