Schneider National, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Schneider National, 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 National, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Schneider National, Inc. under EIN 39-1258315 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,172 participants and $824,078,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schneider National, Inc.
- EIN
- 39-1258315
- Plan number
- 002
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 19,172
- End-of-year plan assets
- $824,078,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,172 | H, C | 20241024103626NAL0000595027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $824,078,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $824,078,079
- Net assets (BOY)
- $721,916,325
Income & contributions
- Employer contributions
- $24,038,149
- Participant contributions
- $45,481,030
- Total contributions
- $78,648,545
- Total income / additions
- $198,074,612
Expenses & distributions
- Benefits paid
- $95,143,491
- Administrative expenses
- $796,163
- Total expenses
- $95,912,858
- Net increase / (decrease)
- $102,161,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $666,261 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $114,724 | not reported in the loaded dataset | 2023 |
| Advisors Management Group Inc | ADVISORY | $36,955 | not reported in the loaded dataset | 2023 |
| Cwm LLC | ADVISORY | $21,237 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE WINDOW | $1,185 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schneider National, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Advisors Management Group Inc — Schedule C compensation
- Cwm LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation