2023 Form 5500 filing — Carrier Represented Employee 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 20241002150122NAL0015427856001) for Carrier Represented Employee Pension Plan, reported by Carrier Global Corporation under EIN 83-4051582 and plan number 002. It reports 1,944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002150122NAL0015427856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Global Corporation
- EIN
- 83-4051582
- Plan number
- 002
- Location
- Palm Beach Gardens, FL
- Participants
- 1,944
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $223,190,048
- Total liabilities (EOY)
- $136,354
- Net assets (EOY)
- $223,053,694
- Employer contributions
- $10,000,000
- Total income / additions
- $32,460,463
- Benefits paid
- $4,979,533
- Administrative expenses
- $1,667,167
- Total expenses
- $6,646,700
- Net increase / (decrease)
- $25,813,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $374,054 | not reported in the loaded dataset |
| Conduent Hr Services | NONE | $251,844 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $48,541 | $0 |
| Alight Solutions LLC | NONE | $31,957 | not reported in the loaded dataset |
| Blackrock Institutional Trust Comp | NONE | $24,751 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $24,500 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $13,773 | $0 |