Xylem Bell & Gossett Savings Plan For Hourly Employees — Form 5500 plan (Xylem 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, Xylem Bell & Gossett Savings Plan For Hourly Employees is a benefit plan reported by Xylem Inc. under EIN 45-2080495 and plan number 203. The latest loaded filing year is 2023. The filing reports 368 participants and $20,064,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xylem Inc.
EIN
45-2080495
Plan number
203
Plan type
2
Location
Rye Brook, NY
Latest filing year
2023
Participants
368
End-of-year plan assets
$20,064,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241015084203NAL0029042785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,064,567
Total liabilities (EOY)
$15,658
Net assets (EOY)
$20,048,909
Net assets (BOY)
$18,343,121

Income & contributions

Employer contributions
$365,014
Participant contributions
$1,020,656
Total contributions
$1,517,506
Total income / additions
$4,091,098

Expenses & distributions

Benefits paid
$2,333,204
Administrative expenses
$44,424
Total expenses
$2,385,310
Net increase / (decrease)
$1,705,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,063not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,801not reported in the loaded dataset2023

Related Form 5500 pages