Xylem Standard Xchange 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 Standard Xchange Savings Plan For Hourly Employees is a benefit plan reported by Xylem Inc. under EIN 45-2080495 and plan number 226. The latest loaded filing year is 2023. The filing reports 168 participants and $9,722,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xylem Inc.
- EIN
- 45-2080495
- Plan number
- 226
- Plan type
- 2
- Location
- Rye Brook, NY
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $9,722,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241015084910NAL0027867825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,722,478
- Total liabilities (EOY)
- $14,014
- Net assets (EOY)
- $9,708,464
- Net assets (BOY)
- $9,293,607
Income & contributions
- Employer contributions
- $157,556
- Participant contributions
- $436,706
- Total contributions
- $793,689
- Total income / additions
- $2,163,420
Expenses & distributions
- Benefits paid
- $1,722,229
- Administrative expenses
- $25,412
- Total expenses
- $1,748,563
- Net increase / (decrease)
- $414,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,046 | not reported in the loaded dataset | 2023 |