Brotherhood Of Locomotive Engineers 401(K) Savings Employees Of Csx Transportation Inc. — Form 5500 plan (General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx-)
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, Brotherhood Of Locomotive Engineers 401(K) Savings Employees Of Csx Transportation Inc. is a benefit plan reported by General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx- under EIN 34-6401908 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,035 participants and $910,188,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx-
- EIN
- 34-6401908
- Plan number
- 002
- Plan type
- 2
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 6,035
- End-of-year plan assets
- $910,188,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,035 | H, C | 20241016111813NAL0015747347003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $910,188,516
- Total liabilities (EOY)
- $150,290
- Net assets (EOY)
- $910,038,226
- Net assets (BOY)
- $819,082,998
Income & contributions
- Employer contributions
- $9,436,102
- Participant contributions
- $32,148,371
- Total contributions
- $41,801,900
- Total income / additions
- $145,704,284
Expenses & distributions
- Benefits paid
- $54,524,362
- Administrative expenses
- $775,891
- Total expenses
- $54,749,056
- Net increase / (decrease)
- $90,955,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | RECORDKEEPER | $741,051 | $44,060 | 2023 |
| Barclay Damon | NONE | $77,257 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $26,610 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx-
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Barclay Damon — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation