2023 Form 5500 filing — Schenker, Inc. 401(K) Savings And Investment 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 20241011082259NAL0012287875004) for Schenker, Inc. 401(K) Savings And Investment Plan, reported by Schenker, Inc under EIN 13-5619239 and plan number 002. It reports 9,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082259NAL0012287875004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schenker, Inc
- EIN
- 13-5619239
- Plan number
- 002
- Location
- Chesapeake, VA
- Participants
- 9,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $444,338,618
- Net assets (EOY)
- $444,338,618
- Employer contributions
- $10,680,507
- Participant contributions
- $29,746,363
- Total income / additions
- $101,950,873
- Benefits paid
- $53,851,168
- Administrative expenses
- $968,496
- Total expenses
- $54,937,294
- Net increase / (decrease)
- $47,013,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $663,386 | $0 |
| Prudential Insurance Co. | INVESTMENT MANAGEMENT | $123,320 | not reported in the loaded dataset |
| Lockton Investment Advisors LLC | CONSULTANT | $93,000 | not reported in the loaded dataset |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $88,790 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |