Plan5500

Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers — Form 5500 plan (General Committees Of Adjustment)

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, Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers is a benefit plan reported by General Committees Of Adjustment under EIN 16-6008869 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,944 participants and $529,709,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Committees Of Adjustment
EIN
16-6008869
Plan number
001
Plan type
2
Location
East Springfield, PA
Latest filing year
2023
Participants
3,944
End-of-year plan assets
$529,709,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,944H, C20241011133448NAL0022843841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$529,709,181
Total liabilities (EOY)
$280,761
Net assets (EOY)
$529,428,420
Net assets (BOY)
$463,754,939

Income & contributions

Employer contributions
$7,142,531
Participant contributions
$28,453,868
Total contributions
$35,596,399
Total income / additions
$103,553,127

Expenses & distributions

Benefits paid
$37,350,204
Administrative expenses
$649,206
Total expenses
$38,108,205
Net increase / (decrease)
$65,444,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORD KEEPER$619,423$22,1642023
Bond, Schoeneck & King, PllcLEGAL FIRM$32,900not reported in the loaded dataset2023

Related Form 5500 pages