2023 Form 5500 filing — Itw Defined Benefit Plans' Investment Account
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 20240911140138NAL0003695075001) for Itw Defined Benefit Plans' Investment Account, reported by Illinois Tool Works Inc. under EIN 36-6029149 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911140138NAL0003695075001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Illinois Tool Works Inc.
- EIN
- 36-6029149
- Plan number
- 001
- Location
- Glenview, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,337,941,636
- Total liabilities (EOY)
- $1,239,539
- Net assets (EOY)
- $1,336,702,097
- Total income / additions
- $120,985,260
- Benefits paid
- $0
- Administrative expenses
- $4,639,336
- Total expenses
- $4,639,336
- Net increase / (decrease)
- $116,345,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Northern Trust Company | NONE | $1,749,439 | $0 |
| Blackrock | NONE | $410,841 | $0 |
| Nisa Investment Advisors LLC | NONE | $406,269 | $0 |
| Aetna Life Insurance Company | NONE | $10,466 | $0 |