Cemex, Inc. Pension Plan — Form 5500 plan (Cemex, 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, Cemex, Inc. Pension Plan is a benefit plan reported by Cemex, Inc. under EIN 72-0296500 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,692 participants and $187,598,546 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cemex, Inc.
EIN
72-0296500
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
4,692
End-of-year plan assets
$187,598,546

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,692H, C20241015123634NAL0016403971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,598,546
Total liabilities (EOY)
$0
Net assets (EOY)
$187,598,546
Net assets (BOY)
$180,267,111

Income & contributions

Employer contributions
$10,000,000
Total contributions
$10,000,000
Total income / additions
$29,020,978

Expenses & distributions

Benefits paid
$19,180,876
Administrative expenses
$2,508,667
Total expenses
$21,689,543
Net increase / (decrease)
$7,331,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce,Fenner And SmNONE$614,340$37,6022023
Milliman, Inc.NONE$430,884not reported in the loaded dataset2023
Columbia Management Investment AdviNONE$0$209,2832023
The Bank Of New York MellonNONE$144,004$02023
Bank Of AmericaNONE$41,017not reported in the loaded dataset2023
Doeren Mayhew AssuranceNONE$26,000not reported in the loaded dataset2023
Norton Rose FulbrightNONE$25,258not reported in the loaded dataset2023
Ameriprise Financial, Inc.NONE$22,065not reported in the loaded dataset2023

Related Form 5500 pages