Vertiv Group Corporation Employee Retirement Savings Plan — Form 5500 plan (Vertiv Group 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, Vertiv Group Corporation Employee Retirement Savings Plan is a benefit plan reported by Vertiv Group Corporation under EIN 81-3496944 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,389 participants and $950,056,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vertiv Group Corporation
- EIN
- 81-3496944
- Plan number
- 001
- Plan type
- 2
- Location
- Westerville, OH
- Latest filing year
- 2023
- Participants
- 5,389
- End-of-year plan assets
- $950,056,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,389 | H, C | 20241011103244NAL0012373251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $950,056,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $950,056,939
- Net assets (BOY)
- $775,335,359
Income & contributions
- Employer contributions
- $10,132,138
- Participant contributions
- $32,386,329
- Total contributions
- $45,514,888
- Total income / additions
- $249,596,269
Expenses & distributions
- Benefits paid
- $79,118,123
- Administrative expenses
- $883,083
- Total expenses
- $80,144,825
- Net increase / (decrease)
- $169,451,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $439,443 | $0 | 2023 |
| Capital Bank & Trust Company | NONE | $125,212 | not reported in the loaded dataset | 2023 |
| Polsinelli Pc | NONE | $106,729 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Hm Capital Management, LLC | NONE | $31,875 | not reported in the loaded dataset | 2023 |
| Onedigital Invest Advisors LLC | NONE | $31,875 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | NONE | $31,875 | not reported in the loaded dataset | 2023 |
| Elliott Davis LLC/Pllc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vertiv Group Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westerville, OH
- The Vanguard Group, Inc. — Schedule C compensation
- Capital Bank & Trust Company — Schedule C compensation
- Polsinelli Pc — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Hm Capital Management, LLC — Schedule C compensation
- Onedigital Invest Advisors LLC — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Elliott Davis LLC/Pllc — Schedule C compensation