2023 Form 5500 filing — Trane Technologies Collective Trust
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 20241015102859NAL0048840656001) for Trane Technologies Collective Trust, reported by Trane Technologies Company LLC under EIN 13-3673037 and plan number 001. 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
- 20241015102859NAL0048840656001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Trane Technologies Company LLC
- EIN
- 13-3673037
- Plan number
- 001
- Location
- Davidson, 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)
- $1,581,833,599
- Total liabilities (EOY)
- $13,957,214
- Net assets (EOY)
- $1,567,876,385
- Total income / additions
- $157,956,974
- Benefits paid
- $0
- Administrative expenses
- $24,999,570
- Total expenses
- $24,999,570
- Net increase / (decrease)
- $132,957,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $1,128,829 | not reported in the loaded dataset |
| Jpmorgan Chase Bank Na | TRUSTEE | $996,608 | $0 |
| Pimco Advisors | NONE | $877,513 | not reported in the loaded dataset |
| Towers Watson Delaware, Inc. | NONE | $837,001 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $575,705 | not reported in the loaded dataset |
| Aon Hewitt | NONE | $495,000 | not reported in the loaded dataset |
| Milliman | NONE | $471,260 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $447,427 | not reported in the loaded dataset |
| United Forms Finishing | NONE | $44,338 | not reported in the loaded dataset |
| Wmd | NONE | $27,860 | not reported in the loaded dataset |
| Eversheds Sutherland | NONE | $8,268 | not reported in the loaded dataset |