Schindler Elevator Corporation Savings And Investment Plan — Form 5500 plan (Schindler Elevator 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, Schindler Elevator Corporation Savings And Investment Plan is a benefit plan reported by Schindler Elevator Corporation under EIN 34-1270056 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,388 participants and $465,342,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schindler Elevator Corporation
EIN
34-1270056
Plan number
002
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
3,388
End-of-year plan assets
$465,342,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,388H, C20240904182150NAL0033422400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$465,342,271
Total liabilities (EOY)
$0
Net assets (EOY)
$465,342,271
Net assets (BOY)
$371,532,758

Income & contributions

Employer contributions
$16,402,678
Participant contributions
$25,639,452
Total contributions
$45,780,883
Total income / additions
$131,850,294

Expenses & distributions

Benefits paid
$37,748,351
Administrative expenses
$293,873
Total expenses
$38,040,781
Net increase / (decrease)
$93,809,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$110,865$02023
Strategic Advisors, Inc.ADVISOR$95,740not reported in the loaded dataset2023
Aon HewittCONSULTANT$87,268not reported in the loaded dataset2023

Related Form 5500 pages