Xpo Pension Plan — Form 5500 plan (Xpo Cnw, 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, Xpo Pension Plan is a benefit plan reported by Xpo Cnw, Inc. under EIN 94-1444798 and plan number 005. The latest loaded filing year is 2023. The filing reports 22,519 participants and $1,662,597,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xpo Cnw, Inc.
- EIN
- 94-1444798
- Plan number
- 005
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 22,519
- End-of-year plan assets
- $1,662,597,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,519 | H, C | 20241009155246NAL0009374019005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,662,597,016
- Total liabilities (EOY)
- $117,900,643
- Net assets (EOY)
- $1,544,696,373
- Net assets (BOY)
- $1,512,116,370
Income & contributions
- Total income / additions
- $145,008,825
Expenses & distributions
- Benefits paid
- $104,571,327
- Administrative expenses
- $7,857,495
- Total expenses
- $112,428,822
- Net increase / (decrease)
- $32,580,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co | not reported in the loaded dataset | $1,302,685 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | not reported in the loaded dataset | $782,568 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | not reported in the loaded dataset | $697,732 | not reported in the loaded dataset | 2023 |
| Mercer | not reported in the loaded dataset | $594,893 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital Lp | not reported in the loaded dataset | $445,711 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | not reported in the loaded dataset | $396,384 | not reported in the loaded dataset | 2023 |
| Capital International Inc | not reported in the loaded dataset | $354,088 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | not reported in the loaded dataset | $151,515 | not reported in the loaded dataset | 2023 |
| Partnercomm, Inc. | not reported in the loaded dataset | $17,776 | $0 | 2023 |
| State Street Research & Mgt Co | not reported in the loaded dataset | $12,043 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xpo Cnw, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Pacific Investment Management Co — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Mercer — Schedule C compensation
- Arrowstreet Capital Lp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Capital International Inc — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Partnercomm, Inc. — Schedule C compensation
- State Street Research & Mgt Co — Schedule C compensation