2023 Form 5500 filing — Xylem Standard Xchange Savings Plan For 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 20241015084910NAL0027867825001) for Xylem Standard Xchange Savings Plan For Hourly Employees, reported by Xylem Inc. under EIN 45-2080495 and plan number 226. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084910NAL0027867825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 226
- Location
- Rye Brook, NY
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,722,478
- Total liabilities (EOY)
- $14,014
- Net assets (EOY)
- $9,708,464
- Employer contributions
- $157,556
- Participant contributions
- $436,706
- Total income / additions
- $2,163,420
- Benefits paid
- $1,722,229
- Administrative expenses
- $25,412
- Total expenses
- $1,748,563
- Net increase / (decrease)
- $414,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,046 | not reported in the loaded dataset |