Schlage Lock Company LLC Employee Savings Plan — Form 5500 plan (Schlage Lock Company LLC)

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, Schlage Lock Company LLC Employee Savings Plan is a benefit plan reported by Schlage Lock Company LLC under EIN 54-2139412 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,427 participants and $842,121,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schlage Lock Company LLC
EIN
54-2139412
Plan number
002
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
6,427
End-of-year plan assets
$842,121,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,427H, C20241015112204NAL0028185553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$842,121,584
Total liabilities (EOY)
$0
Net assets (EOY)
$842,121,584
Net assets (BOY)
$686,439,987

Income & contributions

Employer contributions
$31,959,165
Participant contributions
$41,435,703
Total contributions
$84,659,213
Total income / additions
$218,717,310

Expenses & distributions

Benefits paid
$62,517,847
Administrative expenses
$482,602
Total expenses
$63,035,713
Net increase / (decrease)
$155,681,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$366,622not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$122,942not reported in the loaded dataset2023

Related Form 5500 pages