Siemens Pension Plan — Form 5500 plan (Siemens Corporation)
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, Siemens Pension Plan is a benefit plan reported by Siemens Corporation under EIN 13-2623356 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,460 participants and $1,537,672,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Corporation
- EIN
- 13-2623356
- Plan number
- 001
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 19,460
- End-of-year plan assets
- $1,537,672,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,460 | H, C | 20240823090647NAL0006231057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,537,672,312
- Total liabilities (EOY)
- $15,151,937
- Net assets (EOY)
- $1,522,520,375
- Net assets (BOY)
- $1,488,673,078
Income & contributions
- Total contributions
- $0
- Total income / additions
- $163,192,293
Expenses & distributions
- Benefits paid
- $120,340,268
- Administrative expenses
- $9,004,728
- Total expenses
- $129,344,996
- Net increase / (decrease)
- $33,847,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | NONE | $1,070,244 | not reported in the loaded dataset | 2023 |
| Income Research & Managment | NONE | $579,097 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $516,940 | $0 | 2023 |
| Wellington Management Company | NONE | $515,443 | not reported in the loaded dataset | 2023 |
| Nepc | NONE | $360,655 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $254,139 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $190,976 | not reported in the loaded dataset | 2023 |
| Longview Partners | NONE | $188,304 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | NONE | $127,956 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $110,436 | $0 | 2023 |
| Willis Tower Watson | NONE | $104,500 | not reported in the loaded dataset | 2023 |
| Mfs Institutional Advisors, Inc. | NONE | $95,758 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $63,725 | not reported in the loaded dataset | 2023 |
| Ernst And Young Llp | NONE | $52,463 | not reported in the loaded dataset | 2023 |
| Dopkins And Company, Llp | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Bloomberg Lp | NONE | $11,308 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Alight Solutions — Schedule C compensation
- Income Research & Managment — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Nepc — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Nisa — Schedule C compensation
- Longview Partners — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Willis Tower Watson — Schedule C compensation
- Mfs Institutional Advisors, Inc. — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation
- Bloomberg Lp — Schedule C compensation