Stmicroelectronics, Inc. Retirement Plan — Form 5500 plan (Stmicroelectronics, Inc.)

Plain-English plan 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, Stmicroelectronics, Inc. Retirement Plan is a benefit plan reported by Stmicroelectronics, Inc. under EIN 04-2495946 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,122 participants and $277,607,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stmicroelectronics, Inc.
EIN
04-2495946
Plan number
002
Plan type
2
Location
Coppell, TX
Latest filing year
2023
Participants
3,122
End-of-year plan assets
$277,607,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,122H, C20241011115144NAL0010883619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$277,607,403
Total liabilities (EOY)
$278,506
Net assets (EOY)
$277,328,897
Net assets (BOY)
$258,230,462

Income & contributions

Total contributions
$0
Total income / additions
$30,800,894

Expenses & distributions

Benefits paid
$9,968,687
Administrative expenses
$1,733,772
Total expenses
$11,702,459
Net increase / (decrease)
$19,098,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Management Trust Co.INV MGT$801,976not reported in the loaded dataset2023
Fidelity Management Trust Co.CONSULTING / ADMIN$260,880not reported in the loaded dataset2023
Capfinancial Partners, LLCINV MGT$50,000not reported in the loaded dataset2023

Related Form 5500 pages