Xylem Pension Plan For U.S. Hourly Employees — Form 5500 plan (Xylem 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, Xylem Pension Plan For U.S. Hourly Employees is a benefit plan reported by Xylem Inc. under EIN 45-2080495 and plan number 053. The latest loaded filing year is 2023. The filing reports 1,768 participants and $85,076,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 053
- Plan type
- 2
- Location
- Rye Brook, NY
- Latest filing year
- 2023
- Participants
- 1,768
- End-of-year plan assets
- $85,076,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,768 | H, C | 20241014105616NAL0025981665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,076,169
- Total liabilities (EOY)
- $465,701
- Net assets (EOY)
- $84,610,468
- Net assets (BOY)
- $79,519,206
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $13,743,143
Expenses & distributions
- Benefits paid
- $6,817,867
- Administrative expenses
- $1,834,014
- Total expenses
- $8,651,881
- Net increase / (decrease)
- $5,091,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | INVESTMENT ADVISORY | $197,351 | not reported in the loaded dataset | 2023 |
| Fidelity Management Trust Company | RECORDKEEPING FEES | $170,150 | $0 | 2023 |
| Aon Consulting (Nj) | INVESTMENT ADVISORY | $143,933 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $130,814 | $0 | 2023 |
| Capfinancial Partners | INVESTMENT ADVISORY | $75,000 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT | $32,115 | not reported in the loaded dataset | 2023 |
| Jackson Lewis Pc | LEGAL | $16,456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xylem Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rye Brook, NY
- Nisa Investment Advisors — Schedule C compensation
- Fidelity Management Trust Company — Schedule C compensation
- Aon Consulting (Nj) — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Jackson Lewis Pc — Schedule C compensation