Master Trust For Siemens Savings Plans — Form 5500 plan (Siemens Corporation)
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, Master Trust For Siemens Savings Plans is a benefit plan reported by Siemens Corporation under EIN 22-6712952 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,850,070,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Corporation
- EIN
- 22-6712952
- Plan number
- 001
- Plan type
- 4
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $8,850,070,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240823082810NAL0003080931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,850,070,877
- Total liabilities (EOY)
- $7,777,640
- Net assets (EOY)
- $8,842,293,237
- Net assets (BOY)
- $7,554,559,669
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,190,966,093
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $18,543,700
- Total expenses
- $18,543,700
- Net increase / (decrease)
- $1,172,422,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $8,128,055 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $3,731,415 | $0 | 2023 |
| Mfs | NONE | $1,550,619 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $958,203 | $0 | 2023 |
| Ofi/Invesco | NONE | $823,168 | not reported in the loaded dataset | 2023 |
| Hotchkis And Wiley Capital Mgmt | NONE | $737,704 | $0 | 2023 |
| Schroder Investment Management | NONE | $686,605 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $491,251 | not reported in the loaded dataset | 2023 |
| Artisan Partners | NONE | $416,552 | $0 | 2023 |
| Invesco Trust Company | NONE | $286,031 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $269,101 | $0 | 2023 |
| Pershing LLC | NONE | $0 | $204,687 | 2023 |
| Loomis Sayles And Company | NONE | $158,002 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $101,849 | $0 | 2023 |
| The Northern Trust Company | NONE | $92,981 | $0 | 2023 |
| Ernst And Young Llp | NONE | $81,600 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $48,031 | 2023 |
| Dopkins And Company, Llp | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Alight Solutions LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Mfs — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Ofi/Invesco — Schedule C compensation
- Hotchkis And Wiley Capital Mgmt — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Loomis Sayles And Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation