Invensys Pension Plan — Form 5500 plan (Schneider Electric Holdings, 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, Invensys Pension Plan is a benefit plan reported by Schneider Electric Holdings, Inc. under EIN 36-4141566 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,412 participants and $9,469,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schneider Electric Holdings, Inc.
- EIN
- 36-4141566
- Plan number
- 005
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 5,412
- End-of-year plan assets
- $9,469,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,412 | H, C | 20241014163055NAL0026717281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,469,563
- Total liabilities (EOY)
- $245,100
- Net assets (EOY)
- $9,224,463
- Net assets (BOY)
- $552,939,316
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,522,020
Expenses & distributions
- Benefits paid
- $539,074,475
- Administrative expenses
- $6,162,398
- Total expenses
- $545,236,873
- Net increase / (decrease)
- -$543,714,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us), Inc. | NONE | $1,398,070 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $1,381,049 | not reported in the loaded dataset | 2023 |
| Covington & Burling | NONE | $485,232 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $117,801 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $34,275 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment | NONE | $16,054 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schneider Electric Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- Mercer (Us), Inc. — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Covington & Burling — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Crowe Llp — Schedule C compensation
- J.P. Morgan Investment — Schedule C compensation