Swisslog Logistics Retirement Savings Plan — Form 5500 plan (Swisslog Logistics, 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, Swisslog Logistics Retirement Savings Plan is a benefit plan reported by Swisslog Logistics, Inc under EIN 54-1312235 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $57,182,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swisslog Logistics, Inc
EIN
54-1312235
Plan number
001
Plan type
2
Location
Newport News, VA
Latest filing year
2023
Participants
591
End-of-year plan assets
$57,182,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023591H, C20241010141150NAL0011575171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,182,580
Total liabilities (EOY)
$0
Net assets (EOY)
$57,182,580
Net assets (BOY)
$45,367,506

Income & contributions

Employer contributions
$3,545,486
Participant contributions
$4,032,113
Total contributions
$8,203,546
Total income / additions
$16,832,332

Expenses & distributions

Benefits paid
$4,921,360
Administrative expenses
$95,248
Total expenses
$5,017,258
Net increase / (decrease)
$11,815,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$95,226$02023
Rbc Wealth ManagementCONSULTANT$0$24,5002023
Moore Doeren MayhewOTHER SERVICES$0$14,5002023

Related Form 5500 pages