2023 Form 5500 filing — Xylem Retirement Savings 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 20241015083848NAL0014258579001) for Xylem Retirement Savings Plan, reported by Xylem Inc. under EIN 45-2080495 and plan number 001. It reports 6,328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083848NAL0014258579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 001
- Location
- Rye Brook, NY
- Participants
- 6,328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,564,471,877
- Total liabilities (EOY)
- $189,863
- Net assets (EOY)
- $1,564,282,014
- Employer contributions
- $49,616,530
- Participant contributions
- $49,123,098
- Total income / additions
- $258,942,962
- Benefits paid
- $89,550,149
- Administrative expenses
- $1,126,055
- Total expenses
- $90,843,111
- Net increase / (decrease)
- $168,099,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $324,697 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $308,748 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,789 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $42,720 | not reported in the loaded dataset |
| Jackson Lewis P.C. | ATTORNEY/LEGAL | $14,384 | not reported in the loaded dataset |