2023 Form 5500 filing — Schneider Electric Usa, Inc. Coordinated Bargaining Employees' 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 20241014161052NAL0013599811001) for Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Pension Plan, reported by Schneider Electric Holdings, Inc. under EIN 36-4141566 and plan number 203. It reports 3,473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161052NAL0013599811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider Electric Holdings, Inc.
- EIN
- 36-4141566
- Plan number
- 203
- Location
- Westmont, IL
- Participants
- 3,473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $253,308,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $253,308,281
- Total income / additions
- $18,469,730
- Benefits paid
- $23,338,126
- Administrative expenses
- $3,318,476
- Total expenses
- $26,656,602
- Net increase / (decrease)
- -$8,186,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Inc. | NONE | $512,379 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $160,192 | $0 |
| Crowe Llp | NONE | $51,750 | not reported in the loaded dataset |