2023 Form 5500 filing — Xylem Bell & Gossett Savings Plan For Hourly Employees

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 20241015084203NAL0029042785001) for Xylem Bell & Gossett Savings Plan For Hourly Employees, reported by Xylem Inc. under EIN 45-2080495 and plan number 203. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015084203NAL0029042785001
Filing year
2023
Form type
2
Plan sponsor
Xylem Inc.
EIN
45-2080495
Plan number
203
Location
Rye Brook, NY
Participants
368
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,064,567
Total liabilities (EOY)
$15,658
Net assets (EOY)
$20,048,909
Employer contributions
$365,014
Participant contributions
$1,020,656
Total income / additions
$4,091,098
Benefits paid
$2,333,204
Administrative expenses
$44,424
Total expenses
$2,385,310
Net increase / (decrease)
$1,705,788
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$17,063not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$8,801not reported in the loaded dataset

Related Form 5500 pages