Canadian Pacific Pension Plan For U.S. Management Employees — Form 5500 plan (Soo Line Railroad Company)
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, Canadian Pacific Pension Plan For U.S. Management Employees is a benefit plan reported by Soo Line Railroad Company under EIN 41-6009079 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,463 participants and $126,735,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Soo Line Railroad Company
- EIN
- 41-6009079
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,463
- End-of-year plan assets
- $126,735,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,463 | H, C | 20241015170118NAL0016927507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,735,639
- Total liabilities (EOY)
- $39,886
- Net assets (EOY)
- $126,695,753
- Net assets (BOY)
- $124,018,260
Income & contributions
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,121,686
Expenses & distributions
- Benefits paid
- $10,671,853
- Administrative expenses
- $772,340
- Total expenses
- $11,444,193
- Net increase / (decrease)
- $2,677,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $184,405 | not reported in the loaded dataset | 2023 |
| Us Bank Trust | TRUSTEE | $77,117 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Comp | INVESTMENT MANAGER | $56,733 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | INVESTMENT MANAGER | $54,427 | not reported in the loaded dataset | 2023 |
| Armanino Llp | AUDITOR | $27,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Soo Line Railroad Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Mercer — Schedule C compensation
- Us Bank Trust — Schedule C compensation
- Blackrock Institutional Trust Comp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Armanino Llp — Schedule C compensation