Plan5500

Schneider Electric Usa, Inc. Coordinated Bargaining Employees' 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, Schneider Electric Usa, Inc. Coordinated Bargaining Employees' Pension Plan is a benefit plan reported by Schneider Electric Holdings, Inc. under EIN 36-4141566 and plan number 203. The latest loaded filing year is 2023. The filing reports 3,473 participants and $253,308,281 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
203
Plan type
2
Location
Westmont, IL
Latest filing year
2023
Participants
3,473
End-of-year plan assets
$253,308,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,473H, C20241014161052NAL0013599811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$253,308,281
Total liabilities (EOY)
$0
Net assets (EOY)
$253,308,281
Net assets (BOY)
$261,495,153

Income & contributions

Total contributions
$0
Total income / additions
$18,469,730

Expenses & distributions

Benefits paid
$23,338,126
Administrative expenses
$3,318,476
Total expenses
$26,656,602
Net increase / (decrease)
-$8,186,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Inc.NONE$512,379not reported in the loaded dataset2023
Alight Solutions LLCNONE$160,192$02023
Crowe LlpNONE$51,750not reported in the loaded dataset2023

Related Form 5500 pages