2023 Form 5500 filing — Brotherhood Of Locomotive Engineers 401(K) Savings Employees Of Csx Transportation Inc.
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 20241016111813NAL0015747347003) for Brotherhood Of Locomotive Engineers 401(K) Savings Employees Of Csx Transportation Inc., reported by General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx- under EIN 34-6401908 and plan number 002. It reports 6,035 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016111813NAL0015747347003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Committee Of Adjustment For The Lines, Csx-Western Lines, Csx-
- EIN
- 34-6401908
- Plan number
- 002
- Location
- West Seneca, NY
- Participants
- 6,035
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $910,188,516
- Total liabilities (EOY)
- $150,290
- Net assets (EOY)
- $910,038,226
- Employer contributions
- $9,436,102
- Participant contributions
- $32,148,371
- Total income / additions
- $145,704,284
- Benefits paid
- $54,524,362
- Administrative expenses
- $775,891
- Total expenses
- $54,749,056
- Net increase / (decrease)
- $90,955,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | RECORDKEEPER | $741,051 | $44,060 |
| Barclay Damon | NONE | $77,257 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $26,610 | not reported in the loaded dataset |