2023 Form 5500 filing — Csx Corporation Capital Builder 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 20241003101126NAL0016827424001) for Csx Corporation Capital Builder Plan, reported by Csx Corporation under EIN 62-1051971 and plan number 004. It reports 24,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101126NAL0016827424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csx Corporation
- EIN
- 62-1051971
- Plan number
- 004
- Location
- Jacksonville, FL
- Participants
- 24,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,514,711,680
- Total liabilities (EOY)
- $228,829
- Net assets (EOY)
- $1,514,482,851
- Employer contributions
- $5,036,677
- Participant contributions
- $46,333,854
- Total income / additions
- $253,012,159
- Benefits paid
- $104,237,292
- Administrative expenses
- $905,684
- Total expenses
- $106,598,241
- Net increase / (decrease)
- $146,413,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group | NONE | $952,266 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $660,812 | $0 |
| Loomis Sayles | NONE | $0 | $281,817 |
| Northern Trust Company | NONE | $245,120 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $0 | $229,210 |
| Wellington Management Co Llp | NONE | $0 | $179,231 |
| Morgan Stanley Investment Managemen | NONE | $0 | $153,082 |
| Holland & Knight | NONE | $0 | $87,880 |
| Ernst & Young Us Llp | NONE | $58,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $10,300 | not reported in the loaded dataset |