Constellation Software (U.S.A.) Inc. Retirement Savings Plan — Form 5500 plan (Trapeze Software Group, 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, Constellation Software (U.S.A.) Inc. Retirement Savings Plan is a benefit plan reported by Trapeze Software Group, Inc. under EIN 98-0358175 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,408 participants and $1,351,329,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trapeze Software Group, Inc.
- EIN
- 98-0358175
- Plan number
- 001
- Plan type
- 2
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 13,408
- End-of-year plan assets
- $1,351,329,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,408 | H, C | 20260323140235NAL0000782051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,351,329,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,351,329,176
- Net assets (BOY)
- $755,360,002
Income & contributions
- Employer contributions
- $24,237,037
- Participant contributions
- $91,565,942
- Total contributions
- $157,628,586
- Total income / additions
- $353,390,942
Expenses & distributions
- Benefits paid
- $93,228,397
- Administrative expenses
- $1,748,549
- Total expenses
- $94,981,545
- Net increase / (decrease)
- $258,409,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | RECORDKEEPER | $870,976 | $0 | 2023 |
| The Angell Pension Group, Inc | THIRD PARTY ADMINISTRATO | $543,284 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $116,482 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $98,600 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors | INVESTMENT ADVISOR | $85,107 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | AUDITOR | $34,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trapeze Software Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rosemont, IL
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Voya Retirement Advisors — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation