Trane Technologies Collective Trust — Form 5500 plan (Trane Technologies Company LLC)
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, Trane Technologies Collective Trust is a benefit plan reported by Trane Technologies Company LLC under EIN 13-3673037 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,581,833,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trane Technologies Company LLC
- EIN
- 13-3673037
- Plan number
- 001
- Plan type
- 4
- Location
- Davidson, NC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,581,833,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015102859NAL0048840656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,581,833,599
- Total liabilities (EOY)
- $13,957,214
- Net assets (EOY)
- $1,567,876,385
- Net assets (BOY)
- $1,522,886,509
Income & contributions
- Total contributions
- $0
- Total income / additions
- $157,956,974
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $24,999,570
- Total expenses
- $24,999,570
- Net increase / (decrease)
- $132,957,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $1,128,829 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank Na | TRUSTEE | $996,608 | $0 | 2023 |
| Pimco Advisors | NONE | $877,513 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware, Inc. | NONE | $837,001 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $575,705 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $495,000 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $471,260 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $447,427 | not reported in the loaded dataset | 2023 |
| United Forms Finishing | NONE | $44,338 | not reported in the loaded dataset | 2023 |
| Wmd | NONE | $27,860 | not reported in the loaded dataset | 2023 |
| Eversheds Sutherland | NONE | $8,268 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trane Technologies Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Davidson, NC
- Aetna — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation
- Pimco Advisors — Schedule C compensation
- Towers Watson Delaware, Inc. — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Milliman — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- United Forms Finishing — Schedule C compensation
- Wmd — Schedule C compensation
- Eversheds Sutherland — Schedule C compensation