Terex Corporation And Affiliates 401(K) Retirement Savings Plan — Form 5500 plan (Terex 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, Terex Corporation And Affiliates 401(K) Retirement Savings Plan is a benefit plan reported by Terex Corporation under EIN 34-1531521 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,429 participants and $638,507,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terex Corporation
- EIN
- 34-1531521
- Plan number
- 004
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 6,429
- End-of-year plan assets
- $638,507,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,429 | H, C | 20240614142444NAL0051921536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $638,507,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $638,507,885
- Net assets (BOY)
- $543,583,457
Income & contributions
- Employer contributions
- $13,031,999
- Participant contributions
- $21,495,146
- Total contributions
- $37,324,466
- Total income / additions
- $151,420,949
Expenses & distributions
- Benefits paid
- $55,837,150
- Administrative expenses
- $560,903
- Total expenses
- $56,496,521
- Net increase / (decrease)
- $94,924,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $310,633 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $92,667 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISOR/CON | $72,921 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $66,000 | not reported in the loaded dataset | 2023 |
| Godfrey And Kahn | ATTORNEY/LEGAL | $18,682 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Terex Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mercer — Schedule C compensation
- Bdo — Schedule C compensation
- Godfrey And Kahn — Schedule C compensation