The Trane Merged Hourly Pension Plan — Form 5500 plan (Trane U.S. 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, The Trane Merged Hourly Pension Plan is a benefit plan reported by Trane U.S. Inc. under EIN 25-0900465 and plan number 023. The latest loaded filing year is 2023. The filing reports 14,123 participants and $774,981,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trane U.S. Inc.
EIN
25-0900465
Plan number
023
Plan type
2
Location
Davidson, NC
Latest filing year
2023
Participants
14,123
End-of-year plan assets
$774,981,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,123H20241015102255NAL0056984674001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$774,981,842
Total liabilities (EOY)
$777,322
Net assets (EOY)
$774,204,520
Net assets (BOY)
$757,565,364

Income & contributions

Employer contributions
$17,400,000
Total contributions
$17,400,000
Total income / additions
$81,238,086

Expenses & distributions

Benefits paid
$64,598,930
Administrative expenses
$0
Total expenses
$64,598,930
Net increase / (decrease)
$16,639,156

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages