Schenker, Inc. 401(K) Savings And Investment Plan — Form 5500 plan (Schenker, 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, Schenker, Inc. 401(K) Savings And Investment Plan is a benefit plan reported by Schenker, Inc under EIN 13-5619239 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,712 participants and $444,338,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schenker, Inc
- EIN
- 13-5619239
- Plan number
- 002
- Plan type
- 2
- Location
- Chesapeake, VA
- Latest filing year
- 2023
- Participants
- 9,712
- End-of-year plan assets
- $444,338,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,712 | H, C | 20241011082259NAL0012287875004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $444,338,618
- Net assets (EOY)
- $444,338,618
- Net assets (BOY)
- $365,357,349
Income & contributions
- Employer contributions
- $10,680,507
- Participant contributions
- $29,746,363
- Total contributions
- $42,223,134
- Total income / additions
- $101,950,873
Expenses & distributions
- Benefits paid
- $53,851,168
- Administrative expenses
- $968,496
- Total expenses
- $54,937,294
- Net increase / (decrease)
- $47,013,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $663,386 | $0 | 2023 |
| Prudential Insurance Co. | INVESTMENT MANAGEMENT | $123,320 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors LLC | CONSULTANT | $93,000 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $88,790 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schenker, Inc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chesapeake, VA
- Transamerica Retirement Solutions — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Lockton Investment Advisors LLC — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation