2023 Form 5500 filing — Cbi 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 20241003105315NAL0005664083001) for Cbi Pension Plan, reported by Linde Inc. under EIN 06-1249050 and plan number 333. It reports 3,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003105315NAL0005664083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linde Inc.
- EIN
- 06-1249050
- Plan number
- 333
- Location
- Danbury, CT
- Participants
- 3,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,573,854
- Total liabilities (EOY)
- $152,848
- Net assets (EOY)
- $106,421,006
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $15,578,925
- Benefits paid
- $8,269,652
- Administrative expenses
- $840,445
- Total expenses
- $9,110,097
- Net increase / (decrease)
- $6,468,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon | NONE | $174,366 | not reported in the loaded dataset |
| Mawer Investment Management Ltd. | NONE | $146,901 | not reported in the loaded dataset |
| Shenkman Capital Management | NONE | $65,982 | not reported in the loaded dataset |
| Northern Trust | NONE | $59,843 | $0 |
| Willis Towers Watson | NONE | $50,000 | not reported in the loaded dataset |
| Cohnreznick | NONE | $27,642 | not reported in the loaded dataset |
| Towers Watson Investment Service | NONE | $8,814 | not reported in the loaded dataset |