Schlage Lock Company LLC Pension Plan — Form 5500 plan (Schlage Lock Company LLC)

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, Schlage Lock Company LLC Pension Plan is a benefit plan reported by Schlage Lock Company LLC under EIN 54-2139412 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,681 participants and $244,044,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schlage Lock Company LLC
EIN
54-2139412
Plan number
001
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
4,681
End-of-year plan assets
$244,044,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,681H, C20241015055837NAL0027693313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$244,044,675
Total liabilities (EOY)
$0
Net assets (EOY)
$244,044,675
Net assets (BOY)
$241,798,092

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$18,592,895

Expenses & distributions

Benefits paid
$14,612,702
Administrative expenses
$1,733,610
Total expenses
$16,346,312
Net increase / (decrease)
$2,246,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$767,688not reported in the loaded dataset2023
Towers Watson Investment ServicesNONE$302,768not reported in the loaded dataset2023
State StreetNONE$97,593not reported in the loaded dataset2023
Wellington Trust CompanyNONE$48,286$02023
Ir+M Collective Investment TrustNONE$36,040not reported in the loaded dataset2023
Clifton Larson AllenNONE$17,850not reported in the loaded dataset2023
SsgaNONE$11,390$02023

Related Form 5500 pages