Csx Corporation Capital Builder Plan — Form 5500 plan (Csx Corporation)
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, Csx Corporation Capital Builder Plan is a benefit plan reported by Csx Corporation under EIN 62-1051971 and plan number 004. The latest loaded filing year is 2023. The filing reports 24,298 participants and $1,514,711,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csx Corporation
- EIN
- 62-1051971
- Plan number
- 004
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 24,298
- End-of-year plan assets
- $1,514,711,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,298 | H, C | 20241003101126NAL0016827424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,514,711,680
- Total liabilities (EOY)
- $228,829
- Net assets (EOY)
- $1,514,482,851
- Net assets (BOY)
- $1,366,303,196
Income & contributions
- Employer contributions
- $5,036,677
- Participant contributions
- $46,333,854
- Total contributions
- $53,579,947
- Total income / additions
- $253,012,159
Expenses & distributions
- Benefits paid
- $104,237,292
- Administrative expenses
- $905,684
- Total expenses
- $106,598,241
- Net increase / (decrease)
- $146,413,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group | NONE | $952,266 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $660,812 | $0 | 2023 |
| Loomis Sayles | NONE | $0 | $281,817 | 2023 |
| Northern Trust Company | NONE | $245,120 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $0 | $229,210 | 2023 |
| Wellington Management Co Llp | NONE | $0 | $179,231 | 2023 |
| Morgan Stanley Investment Managemen | NONE | $0 | $153,082 | 2023 |
| Holland & Knight | NONE | $0 | $87,880 | 2023 |
| Ernst & Young Us Llp | NONE | $58,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $10,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csx Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Wellington Management Co Llp — Schedule C compensation
- Morgan Stanley Investment Managemen — Schedule C compensation
- Holland & Knight — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation