Xylem Inc. Retirement Savings Master Trust — 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 Inc. Retirement Savings Master Trust is a benefit plan reported by Xylem, Inc. under EIN 45-3304527 and plan number 301. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,092,078,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xylem, Inc.
EIN
45-3304527
Plan number
301
Plan type
4
Location
Rye Brook, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,092,078,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015083310NAL0014251923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,092,078,453
Total liabilities (EOY)
$108,751
Net assets (EOY)
$1,091,969,702
Net assets (BOY)
$875,172,049

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$156,180,094

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$156,180,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages