2023 Form 5500 filing — Carrier 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 20241002071640NAL0014498912001) for Carrier Retirement Savings Plan, reported by Carrier Global Corporation under EIN 83-4051582 and plan number 001. It reports 14,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002071640NAL0014498912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Global Corporation
- EIN
- 83-4051582
- Plan number
- 001
- Location
- Palm Beach Gardens, FL
- Participants
- 14,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $790,990,468
- Total liabilities (EOY)
- $284,556
- Net assets (EOY)
- $790,705,912
- Employer contributions
- $85,721,492
- Participant contributions
- $111,408,930
- Total income / additions
- $320,240,591
- Benefits paid
- $55,474,883
- Administrative expenses
- $1,496,672
- Total expenses
- $56,971,555
- Net increase / (decrease)
- $263,269,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $681,486 | $0 |
| State Street Global Advisors | NONE | $187,120 | $0 |
| State Street Bank And Trust Company | NONE | $172,502 | $0 |
| Morningstar Investment Mngmnt, LLC | NONE | $163,960 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $119,705 | not reported in the loaded dataset |
| Alliancebernstein L.P. | NONE | $77,000 | $0 |
| Conduent Human Resource Servcs, LLC | NONE | $70,398 | not reported in the loaded dataset |
| Grant Thornton, Llp | NONE | $24,500 | not reported in the loaded dataset |
| Pershing LLC | NONE | $0 | $7,399 |
| Alight Financial Solutions, LLC | NONE | $0 | $7,356 |