Knight-Swift Transportation Holdings Inc. Retirement Plan — Form 5500 plan (Knight-Swift Transportation Holdings 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, Knight-Swift Transportation Holdings Inc. Retirement Plan is a benefit plan reported by Knight-Swift Transportation Holdings Inc. under EIN 20-5589597 and plan number 003. The latest loaded filing year is 2023. The filing reports 28,467 participants and $789,487,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knight-Swift Transportation Holdings Inc.
- EIN
- 20-5589597
- Plan number
- 003
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 28,467
- End-of-year plan assets
- $789,487,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,467 | H, C | 20241010171809NAL0011771523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $789,487,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $789,487,494
- Net assets (BOY)
- $375,555,556
Income & contributions
- Employer contributions
- $28,893,362
- Participant contributions
- $70,311,694
- Total contributions
- $104,590,489
- Total income / additions
- $215,115,293
Expenses & distributions
- Benefits paid
- $107,338,386
- Administrative expenses
- $1,004,245
- Total expenses
- $108,810,270
- Net increase / (decrease)
- $106,305,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,404,135 | $0 | 2023 |
| Pietzsch Law Group, P. A | CONTRACT ADMINISTRATOR | $44,071 | $185,228 | 2023 |
| Mma Securities, LLC | CONSULTANT | $0 | $67,500 | 2023 |
| Lpl Financial | INVESTMENT ADVISORY | $44,064 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $17,588 | 2023 |
| Eide Bailly Llp | ACCOUNTANT | $8,462 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knight-Swift Transportation Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Principal Life Insurance Company — Schedule C compensation
- Pietzsch Law Group, P. A — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation