2023 Form 5500 filing — Terex Corporation And Affiliates 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614142444NAL0051921536001) for Terex Corporation And Affiliates 401(K) Retirement Savings Plan, reported by Terex Corporation under EIN 34-1531521 and plan number 004. It reports 6,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614142444NAL0051921536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terex Corporation
- EIN
- 34-1531521
- Plan number
- 004
- Location
- Norwalk, CT
- Participants
- 6,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $638,507,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $638,507,885
- Employer contributions
- $13,031,999
- Participant contributions
- $21,495,146
- Total income / additions
- $151,420,949
- Benefits paid
- $55,837,150
- Administrative expenses
- $560,903
- Total expenses
- $56,496,521
- Net increase / (decrease)
- $94,924,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $310,633 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $92,667 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISOR/CON | $72,921 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $66,000 | not reported in the loaded dataset |
| Godfrey And Kahn | ATTORNEY/LEGAL | $18,682 | not reported in the loaded dataset |