2023 Form 5500 filing — Schlage Lock Company LLC 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 20241015055837NAL0027693313001) for Schlage Lock Company LLC Pension Plan, reported by Schlage Lock Company LLC under EIN 54-2139412 and plan number 001. It reports 4,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055837NAL0027693313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schlage Lock Company LLC
- EIN
- 54-2139412
- Plan number
- 001
- Location
- Carmel, IN
- Participants
- 4,681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,044,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,044,675
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $18,592,895
- Benefits paid
- $14,612,702
- Administrative expenses
- $1,733,610
- Total expenses
- $16,346,312
- Net increase / (decrease)
- $2,246,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $767,688 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $302,768 | not reported in the loaded dataset |
| State Street | NONE | $97,593 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $48,286 | $0 |
| Ir+M Collective Investment Trust | NONE | $36,040 | not reported in the loaded dataset |
| Clifton Larson Allen | NONE | $17,850 | not reported in the loaded dataset |
| Ssga | NONE | $11,390 | $0 |