Carrier Retirement Savings Plan — Form 5500 plan (Carrier Global Corporation)
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, Carrier Retirement Savings Plan is a benefit plan reported by Carrier Global Corporation under EIN 83-4051582 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,152 participants and $790,990,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Global Corporation
- EIN
- 83-4051582
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 14,152
- End-of-year plan assets
- $790,990,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,152 | H, C | 20241002071640NAL0014498912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $790,990,468
- Total liabilities (EOY)
- $284,556
- Net assets (EOY)
- $790,705,912
- Net assets (BOY)
- $527,436,876
Income & contributions
- Employer contributions
- $85,721,492
- Participant contributions
- $111,408,930
- Total contributions
- $216,717,579
- Total income / additions
- $320,240,591
Expenses & distributions
- Benefits paid
- $55,474,883
- Administrative expenses
- $1,496,672
- Total expenses
- $56,971,555
- Net increase / (decrease)
- $263,269,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $681,486 | $0 | 2023 |
| State Street Global Advisors | NONE | $187,120 | $0 | 2023 |
| State Street Bank And Trust Company | NONE | $172,502 | $0 | 2023 |
| Morningstar Investment Mngmnt, LLC | NONE | $163,960 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $119,705 | not reported in the loaded dataset | 2023 |
| Alliancebernstein L.P. | NONE | $77,000 | $0 | 2023 |
| Conduent Human Resource Servcs, LLC | NONE | $70,398 | not reported in the loaded dataset | 2023 |
| Grant Thornton, Llp | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE | $0 | $7,399 | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $7,356 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carrier Global Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Alight Solutions LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Morningstar Investment Mngmnt, LLC — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Alliancebernstein L.P. — Schedule C compensation
- Conduent Human Resource Servcs, LLC — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation