2023 Form 5500 filing — Spx Master Trust Fund Jp Morgan Chase Bank, Trustee
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 20241015072503NAL0014191731001) for Spx Master Trust Fund Jp Morgan Chase Bank, Trustee, reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 101. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072503NAL0014191731001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 101
- Location
- Charlotte, NC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,399,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,399,364
- Total income / additions
- $7,432,068
- Benefits paid
- $0
- Administrative expenses
- $393,954
- Total expenses
- $393,954
- Net increase / (decrease)
- $7,038,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank Na | NONE | $165,000 | $217 |
| Nepc, LLC | NONE | $117,500 | not reported in the loaded dataset |
| Walter Scott & Partners Ltd. | NONE | $80,096 | $0 |
| Invesco Trust Company | NONE | $29,672 | $0 |
| Northern Trust Company | NONE | $1,525 | $0 |
| Brighthouse Life Insurance | NONE | $162 | $0 |