Supply Chain Retirement Savings Plan — Form 5500 plan (Exel Inc.)

Plain-English plan 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, Supply Chain Retirement Savings Plan is a benefit plan reported by Exel Inc. under EIN 04-2801160 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,232 participants and $1,030,812,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exel Inc.
EIN
04-2801160
Plan number
001
Plan type
2
Location
Westerville, OH
Latest filing year
2023
Participants
42,232
End-of-year plan assets
$1,030,812,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342,232H, C20241010095418NAL0040351762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,030,812,635
Total liabilities (EOY)
$0
Net assets (EOY)
$1,030,812,635
Net assets (BOY)
$824,507,621

Income & contributions

Employer contributions
$42,859,738
Participant contributions
$64,919,110
Total contributions
$115,933,715
Total income / additions
$291,809,510

Expenses & distributions

Benefits paid
$85,062,992
Administrative expenses
$510,466
Total expenses
$85,631,799
Net increase / (decrease)
$206,177,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$510,466not reported in the loaded dataset2023

Related Form 5500 pages