Plan5500

The Chart Pension Plan — Form 5500 plan (Chart Industries, 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 Chart Pension Plan is a benefit plan reported by Chart Industries, Inc. under EIN 34-1712937 and plan number 005. The latest loaded filing year is 2023. The filing reports 908 participants and $54,030,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chart Industries, Inc.
EIN
34-1712937
Plan number
005
Plan type
2
Location
Ball Ground, GA
Latest filing year
2023
Participants
908
End-of-year plan assets
$54,030,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023908H, C20241015143207NAL0029987009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,030,013
Total liabilities (EOY)
$0
Net assets (EOY)
$54,030,013
Net assets (BOY)
$49,083,837

Income & contributions

Total contributions
$0
Total income / additions
$8,146,509

Expenses & distributions

Benefits paid
$3,065,035
Administrative expenses
$135,298
Total expenses
$3,200,333
Net increase / (decrease)
$4,946,176

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity InsuranceRECORDKEEPER$0$97,9002023
MercerSERVICE PROVIDER$45,000not reported in the loaded dataset2023
Raymond JamesINVESTMENT ADVISORY$0$30,0002023
Great West Life & Annuity Ins CoADMIN SERVICES$0$02023

Related Form 5500 pages