2023 Form 5500 filing — Cemex, Inc. 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 20241015123634NAL0016403971001) for Cemex, Inc. Pension Plan, reported by Cemex, Inc. under EIN 72-0296500 and plan number 003. It reports 4,692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123634NAL0016403971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cemex, Inc.
- EIN
- 72-0296500
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 4,692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,598,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,598,546
- Employer contributions
- $10,000,000
- Total income / additions
- $29,020,978
- Benefits paid
- $19,180,876
- Administrative expenses
- $2,508,667
- Total expenses
- $21,689,543
- Net increase / (decrease)
- $7,331,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce,Fenner And Sm | NONE | $614,340 | $37,602 |
| Milliman, Inc. | NONE | $430,884 | not reported in the loaded dataset |
| Columbia Management Investment Advi | NONE | $0 | $209,283 |
| The Bank Of New York Mellon | NONE | $144,004 | $0 |
| Bank Of America | NONE | $41,017 | not reported in the loaded dataset |
| Doeren Mayhew Assurance | NONE | $26,000 | not reported in the loaded dataset |
| Norton Rose Fulbright | NONE | $25,258 | not reported in the loaded dataset |
| Ameriprise Financial, Inc. | NONE | $22,065 | not reported in the loaded dataset |