Plan5500

Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan — Form 5500 plan (Schneider Electric Usa, 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, Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan is a benefit plan reported by Schneider Electric Usa, Inc. under EIN 36-2440683 and plan number 303. The latest loaded filing year is 2023. The filing reports 1,843 participants and $65,958,847 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66MPlan net assets, end of year$65,958,847
Participants1.8KCovered participants reported1,843
Assets / participant$35.8KComputed: assets ÷ participants$35,789 (computed)
Provider compensation$86.8K2 Schedule C provider row(s)$86,817
Plan sponsor
Schneider Electric Usa, Inc.
EIN
36-2440683
Plan number
303
Plan type
2
Location
Westmont City, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,843 participants · 2Sch HSch C
    View filing →
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)$66M total assets
Net assets$66MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$3.8M
Participant$3.9M
Full reported line items

Net assets

Total assets (EOY)
$65,958,847
Total liabilities (EOY)
$0
Net assets (EOY)
$65,958,847
Net assets (BOY)
$58,474,237

Income & contributions

Employer contributions
$3,760,313
Participant contributions
$3,927,053
Total contributions
$7,963,279
Total income / additions
$16,869,255

Expenses & distributions

Benefits paid
$9,109,964
Administrative expenses
$87,838
Total expenses
$9,195,299
Net increase / (decrease)
$7,673,956
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$52.7K
    NONE · Direct $52.7K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$34.1K
    NONE · Direct $34.1K

What to inspect next

Frequently asked questions

Who sponsors the Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan?
Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan is reported as sponsored by Schneider Electric Usa, Inc. (EIN 36-2440683, plan number 303) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan?
The latest Form 5500 filing year loaded for Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan is 2023.
How many participants does Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan report?
Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan reports 1,843 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan?
Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Retirement Savings Plan reports $65,958,847 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages