2023 Form 5500 filing — Xpo Pension 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 20241009155246NAL0009374019005) for Xpo Pension Plan, reported by Xpo Cnw, Inc. under EIN 94-1444798 and plan number 005. It reports 22,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155246NAL0009374019005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xpo Cnw, Inc.
- EIN
- 94-1444798
- Plan number
- 005
- Location
- Portland, OR
- Participants
- 22,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,662,597,016
- Total liabilities (EOY)
- $117,900,643
- Net assets (EOY)
- $1,544,696,373
- Total income / additions
- $145,008,825
- Benefits paid
- $104,571,327
- Administrative expenses
- $7,857,495
- Total expenses
- $112,428,822
- Net increase / (decrease)
- $32,580,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co | not reported in the loaded dataset | $1,302,685 | not reported in the loaded dataset |
| Northern Trust Company | not reported in the loaded dataset | $782,568 | not reported in the loaded dataset |
| Western Asset Management Company | not reported in the loaded dataset | $697,732 | not reported in the loaded dataset |
| Mercer | not reported in the loaded dataset | $594,893 | not reported in the loaded dataset |
| Arrowstreet Capital Lp | not reported in the loaded dataset | $445,711 | not reported in the loaded dataset |
| Dodge & Cox | not reported in the loaded dataset | $396,384 | not reported in the loaded dataset |
| Capital International Inc | not reported in the loaded dataset | $354,088 | not reported in the loaded dataset |
| Lazard Asset Management LLC | not reported in the loaded dataset | $151,515 | not reported in the loaded dataset |
| Partnercomm, Inc. | not reported in the loaded dataset | $17,776 | $0 |
| State Street Research & Mgt Co | not reported in the loaded dataset | $12,043 | not reported in the loaded dataset |