2023 Form 5500 filing — Xylem Pension Plan For U.S. Hourly Employees
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 20241014105616NAL0025981665001) for Xylem Pension Plan For U.S. Hourly Employees, reported by Xylem Inc. under EIN 45-2080495 and plan number 053. It reports 1,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105616NAL0025981665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 053
- Location
- Rye Brook, NY
- Participants
- 1,768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,076,169
- Total liabilities (EOY)
- $465,701
- Net assets (EOY)
- $84,610,468
- Employer contributions
- $5,000,000
- Total income / additions
- $13,743,143
- Benefits paid
- $6,817,867
- Administrative expenses
- $1,834,014
- Total expenses
- $8,651,881
- Net increase / (decrease)
- $5,091,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | INVESTMENT ADVISORY | $197,351 | not reported in the loaded dataset |
| Fidelity Management Trust Company | RECORDKEEPING FEES | $170,150 | $0 |
| Aon Consulting (Nj) | INVESTMENT ADVISORY | $143,933 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $130,814 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $75,000 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT | $32,115 | not reported in the loaded dataset |
| Jackson Lewis Pc | LEGAL | $16,456 | not reported in the loaded dataset |