The Sherwin-Williams Company Master Trust — Form 5500 plan (The Sherwin-Williams Company)
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 Sherwin-Williams Company Master Trust is a benefit plan reported by The Sherwin-Williams Company under EIN 34-0526850 and plan number 029. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $135,233,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sherwin-Williams Company
- EIN
- 34-0526850
- Plan number
- 029
- Plan type
- 4
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $135,233,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015211553NAL0051379104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,233,229
- Total liabilities (EOY)
- $226,229
- Net assets (EOY)
- $135,007,000
- Net assets (BOY)
- $119,281,270
Income & contributions
- Total contributions
- $0
- Total income / additions
- $19,178,529
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $503,498
- Total expenses
- $503,498
- Net increase / (decrease)
- $18,675,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | not reported in the loaded dataset | $110,283 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | not reported in the loaded dataset | $102,646 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co. | not reported in the loaded dataset | $91,220 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | not reported in the loaded dataset | $25,314 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | not reported in the loaded dataset | $24,191 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Sherwin-Williams Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Aon Consulting — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Lord Abbett & Co. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation