Schindler Elevator Corporation Retirement Plan — Form 5500 plan (Schindler Elevator Corporation)

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, Schindler Elevator Corporation Retirement Plan is a benefit plan reported by Schindler Elevator Corporation under EIN 34-1270056 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,210 participants and $124,236,602 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$124.1MPlan net assets, end of year$124,119,489
Participants1.2KCovered participants reported1,210
Assets / participant$102.7KComputed: assets ÷ participants$102,675 (computed)
Provider compensation$574.6K2 Schedule C provider row(s)$574,600
Plan sponsor
Schindler Elevator Corporation
EIN
34-1270056
Plan number
001
Plan type
2
Location
Morristown, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,210H, C20241014152005NAL0046556384001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$124.2M total assets
Net assets$124.1MLiabilities$117.1K
Money in vs. money out
Total income / additions$6.7M
Total expenses$13.4M
Benefits paid / distributions$12.2M
Full reported line items

Net assets

Total assets (EOY)
$124,236,602
Total liabilities (EOY)
$117,113
Net assets (EOY)
$124,119,489
Net assets (BOY)
$130,799,178

Income & contributions

Total contributions
$0
Total income / additions
$6,736,294

Expenses & distributions

Benefits paid
$12,247,084
Administrative expenses
$1,168,899
Total expenses
$13,415,983
Net increase / (decrease)
-$6,679,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting Inc.NONE$513,871not reported in the loaded dataset2023
The Bank Of New York MellonNONE$60,729$02023

Related Form 5500 pages