2023 Form 5500 filing — Schindler Elevator Corporation Savings And Investment 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 20240904182150NAL0033422400001) for Schindler Elevator Corporation Savings And Investment Plan, reported by Schindler Elevator Corporation under EIN 34-1270056 and plan number 002. It reports 3,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904182150NAL0033422400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schindler Elevator Corporation
- EIN
- 34-1270056
- Plan number
- 002
- Location
- Morristown, NJ
- Participants
- 3,388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $465,342,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $465,342,271
- Employer contributions
- $16,402,678
- Participant contributions
- $25,639,452
- Total income / additions
- $131,850,294
- Benefits paid
- $37,748,351
- Administrative expenses
- $293,873
- Total expenses
- $38,040,781
- Net increase / (decrease)
- $93,809,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $110,865 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $95,740 | not reported in the loaded dataset |
| Aon Hewitt | CONSULTANT | $87,268 | not reported in the loaded dataset |