2023 Form 5500 filing — Stmicroelectronics, Inc. Retirement 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 20241011115144NAL0010883619001) for Stmicroelectronics, Inc. Retirement Plan, reported by Stmicroelectronics, Inc. under EIN 04-2495946 and plan number 002. It reports 3,122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115144NAL0010883619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stmicroelectronics, Inc.
- EIN
- 04-2495946
- Plan number
- 002
- Location
- Coppell, TX
- Participants
- 3,122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,607,403
- Total liabilities (EOY)
- $278,506
- Net assets (EOY)
- $277,328,897
- Total income / additions
- $30,800,894
- Benefits paid
- $9,968,687
- Administrative expenses
- $1,733,772
- Total expenses
- $11,702,459
- Net increase / (decrease)
- $19,098,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Co. | INV MGT | $801,976 | not reported in the loaded dataset |
| Fidelity Management Trust Co. | CONSULTING / ADMIN | $260,880 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INV MGT | $50,000 | not reported in the loaded dataset |