Plan5500

2023 Form 5500 filing — Constellation Software (U.S.A.) Inc. 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 20260323140235NAL0000782051001) for Constellation Software (U.S.A.) Inc. Retirement Savings Plan, reported by Trapeze Software Group, Inc. under EIN 98-0358175 and plan number 001. It reports 13,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260323140235NAL0000782051001
Filing year
2023
Form type
2
Plan sponsor
Trapeze Software Group, Inc.
EIN
98-0358175
Plan number
001
Location
Rosemont, IL
Participants
13,408
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,351,329,176
Total liabilities (EOY)
$0
Net assets (EOY)
$1,351,329,176
Employer contributions
$24,237,037
Participant contributions
$91,565,942
Total income / additions
$353,390,942
Benefits paid
$93,228,397
Administrative expenses
$1,748,549
Total expenses
$94,981,545
Net increase / (decrease)
$258,409,397
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Ins And Annuity CoRECORDKEEPER$870,976$0
The Angell Pension Group, IncTHIRD PARTY ADMINISTRATO$543,284not reported in the loaded dataset
Morningstar Investment ManagementINVESTMENT ADVISOR$116,482not reported in the loaded dataset
Morgan StanleyINVESTMENT ADVISOR$98,600not reported in the loaded dataset
Voya Retirement AdvisorsINVESTMENT ADVISOR$85,107not reported in the loaded dataset
Caron & Bletzer PllcAUDITOR$34,100not reported in the loaded dataset

Related Form 5500 pages