2023 Form 5500 filing — Schneider National, Inc. 401(K) Savings And Retirement 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 20241024103626NAL0000595027001) for Schneider National, Inc. 401(K) Savings And Retirement Plan, reported by Schneider National, Inc. under EIN 39-1258315 and plan number 002. It reports 19,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024103626NAL0000595027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider National, Inc.
- EIN
- 39-1258315
- Plan number
- 002
- Location
- Green Bay, WI
- Participants
- 19,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $824,078,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $824,078,079
- Employer contributions
- $24,038,149
- Participant contributions
- $45,481,030
- Total income / additions
- $198,074,612
- Benefits paid
- $95,143,491
- Administrative expenses
- $796,163
- Total expenses
- $95,912,858
- Net increase / (decrease)
- $102,161,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $666,261 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $114,724 | not reported in the loaded dataset |
| Advisors Management Group Inc | ADVISORY | $36,955 | not reported in the loaded dataset |
| Cwm LLC | ADVISORY | $21,237 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE WINDOW | $1,185 | $0 |