2023 Form 5500 filing — Canadian Pacific Pension Plan For U.S. Management 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 20241015170118NAL0016927507001) for Canadian Pacific Pension Plan For U.S. Management Employees, reported by Soo Line Railroad Company under EIN 41-6009079 and plan number 001. It reports 1,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170118NAL0016927507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soo Line Railroad Company
- EIN
- 41-6009079
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 1,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,735,639
- Total liabilities (EOY)
- $39,886
- Net assets (EOY)
- $126,695,753
- Participant contributions
- $0
- Total income / additions
- $14,121,686
- Benefits paid
- $10,671,853
- Administrative expenses
- $772,340
- Total expenses
- $11,444,193
- Net increase / (decrease)
- $2,677,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $184,405 | not reported in the loaded dataset |
| Us Bank Trust | TRUSTEE | $77,117 | not reported in the loaded dataset |
| Blackrock Institutional Trust Comp | INVESTMENT MANAGER | $56,733 | not reported in the loaded dataset |
| Dodge & Cox | INVESTMENT MANAGER | $54,427 | not reported in the loaded dataset |
| Armanino Llp | AUDITOR | $27,300 | not reported in the loaded dataset |