2023 Form 5500 filing — Vertiv Group Corporation Employee 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 20241011103244NAL0012373251001) for Vertiv Group Corporation Employee Retirement Savings Plan, reported by Vertiv Group Corporation under EIN 81-3496944 and plan number 001. It reports 5,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103244NAL0012373251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vertiv Group Corporation
- EIN
- 81-3496944
- Plan number
- 001
- Location
- Westerville, OH
- Participants
- 5,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $950,056,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $950,056,939
- Employer contributions
- $10,132,138
- Participant contributions
- $32,386,329
- Total income / additions
- $249,596,269
- Benefits paid
- $79,118,123
- Administrative expenses
- $883,083
- Total expenses
- $80,144,825
- Net increase / (decrease)
- $169,451,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $439,443 | $0 |
| Capital Bank & Trust Company | NONE | $125,212 | not reported in the loaded dataset |
| Polsinelli Pc | NONE | $106,729 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $60,000 | not reported in the loaded dataset |
| Hm Capital Management, LLC | NONE | $31,875 | not reported in the loaded dataset |
| Onedigital Invest Advisors LLC | NONE | $31,875 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | NONE | $31,875 | not reported in the loaded dataset |
| Elliott Davis LLC/Pllc | NONE | $23,000 | not reported in the loaded dataset |