2023 Form 5500 filing — Xpo Logistics 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 20240918092937NAL0004079105001) for Xpo Logistics Retirement Savings Plan, reported by Xpo Cnw, Inc. under EIN 94-1444798 and plan number 003. It reports 9,171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918092937NAL0004079105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xpo Cnw, Inc.
- EIN
- 94-1444798
- Plan number
- 003
- Location
- Portland, OR
- Participants
- 9,171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,809,963,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,809,963,509
- Employer contributions
- $27,798,178
- Participant contributions
- $48,503,981
- Total income / additions
- $348,588,232
- Benefits paid
- $194,180,803
- Administrative expenses
- $526,244
- Total expenses
- $195,191,439
- Net increase / (decrease)
- $153,396,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $419,169 | not reported in the loaded dataset |
| Mercer Us Inc | INVESTMENT ADVISOR | $100,475 | not reported in the loaded dataset |
| Qdro Consultants | OTHER SERVICES | $6,600 | not reported in the loaded dataset |