Siemens Energy, Inc. Pension Plan — Form 5500 plan (Siemens Energy, 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, Siemens Energy, Inc. Pension Plan is a benefit plan reported by Siemens Energy, Inc. under EIN 13-3987280 and plan number 022. The latest loaded filing year is 2023. The filing reports 8,223 participants and $563,544,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Energy, Inc.
- EIN
- 13-3987280
- Plan number
- 022
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 8,223
- End-of-year plan assets
- $563,544,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,223 | H, C | 20240827082636NAL0010658369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $563,544,665
- Total liabilities (EOY)
- $5,321,509
- Net assets (EOY)
- $558,223,156
- Net assets (BOY)
- $554,378,314
Income & contributions
- Employer contributions
- $1,600,140
- Participant contributions
- $69,524
- Total contributions
- $1,669,664
- Total income / additions
- $53,884,120
Expenses & distributions
- Benefits paid
- $45,342,250
- Administrative expenses
- $4,697,028
- Total expenses
- $50,039,278
- Net increase / (decrease)
- $3,844,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $590,996 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $363,575 | $388 | 2023 |
| Nepc | NONE | $254,279 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $227,120 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $207,363 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $206,410 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $198,500 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $185,558 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | NONE | $102,715 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $74,256 | $0 | 2023 |
| Dopkins And Company, Llp | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $7,780 | $0 | 2023 |
| Mercer | NONE | $6,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Alight Solutions LLC — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Nepc — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Wellington Management — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Mercer — Schedule C compensation