2023 Form 5500 filing — Spx Us 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 20241015072314NAL0014189267001) for Spx Us Pension Plan, reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 003. It reports 4,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072314NAL0014189267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 4,399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $164,753,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,753,898
- Total income / additions
- $14,345,855
- Benefits paid
- $15,970,932
- Administrative expenses
- $3,846,516
- Total expenses
- $19,817,448
- Net increase / (decrease)
- -$5,471,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,454,549 | not reported in the loaded dataset |
| Jenner & Block Llp | NONE | $132,584 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $36,375 | not reported in the loaded dataset |