Siemens Energy, Inc. Savings Plan — Form 5500 plan (Siemens Energy, 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, Siemens Energy, Inc. Savings Plan is a benefit plan reported by Siemens Energy, Inc. under EIN 13-3987280 and plan number 021. The latest loaded filing year is 2023. The filing reports 13,968 participants and $3,536,850,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Energy, Inc.
- EIN
- 13-3987280
- Plan number
- 021
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 13,968
- End-of-year plan assets
- $3,536,850,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,968 | H, C | 20240827082344NAL0010357217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,536,850,533
- Total liabilities (EOY)
- $7,825,565
- Net assets (EOY)
- $3,529,024,968
- Net assets (BOY)
- $3,104,111,508
Income & contributions
- Employer contributions
- $85,243,486
- Participant contributions
- $127,277,154
- Total contributions
- $220,553,815
- Total income / additions
- $698,870,278
Expenses & distributions
- Benefits paid
- $267,990,017
- Administrative expenses
- $9,160,329
- Total expenses
- $277,150,346
- Net increase / (decrease)
- $421,719,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $2,980,761 | $0 | 2023 |
| Invesco Trust Company | NONE | $1,680,609 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $1,378,415 | $0 | 2023 |
| Mfs | NONE | $861,039 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $428,225 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $344,600 | $0 | 2023 |
| Hotchkis And Wiley Capital Mgmt | NONE | $320,950 | $0 | 2023 |
| Schroder Investment Management | NONE | $304,264 | not reported in the loaded dataset | 2023 |
| Acadian | NONE | $259,952 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $151,849 | $0 | 2023 |
| Artisan Partners | NONE | $130,156 | $0 | 2023 |
| Loomis Sayles And Company | NONE | $98,622 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE | $0 | $66,894 | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $65,921 | $0 | 2023 |
| Dopkins And Company, Llp | NONE | $64,500 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $53,079 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $50,952 | $0 | 2023 |
| Nepc | NONE | $23,952 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $7,798 | 2023 |
| State Street Global Advisors | NONE | $6,758 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Alight Solutions LLC — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Mfs — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Hotchkis And Wiley Capital Mgmt — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Acadian — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Loomis Sayles And Company — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation
- Mercer — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Nepc — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation