2023 Form 5500 filing — Knight-Swift Transportation Holdings Inc. Retirement 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 20241010171809NAL0011771523001) for Knight-Swift Transportation Holdings Inc. Retirement Plan, reported by Knight-Swift Transportation Holdings Inc. under EIN 20-5589597 and plan number 003. It reports 28,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171809NAL0011771523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knight-Swift Transportation Holdings Inc.
- EIN
- 20-5589597
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 28,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $789,487,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $789,487,494
- Employer contributions
- $28,893,362
- Participant contributions
- $70,311,694
- Total income / additions
- $215,115,293
- Benefits paid
- $107,338,386
- Administrative expenses
- $1,004,245
- Total expenses
- $108,810,270
- Net increase / (decrease)
- $106,305,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,404,135 | $0 |
| Pietzsch Law Group, P. A | CONTRACT ADMINISTRATOR | $44,071 | $185,228 |
| Mma Securities, LLC | CONSULTANT | $0 | $67,500 |
| Lpl Financial | INVESTMENT ADVISORY | $44,064 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $17,588 |
| Eide Bailly Llp | ACCOUNTANT | $8,462 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |