Carrier Represented Employee Pension 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 Represented Employee Pension Plan is a benefit plan reported by Carrier Global Corporation under EIN 83-4051582 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,944 participants and $223,190,048 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
- 002
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 1,944
- End-of-year plan assets
- $223,190,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,944 | H, C | 20241002150122NAL0015427856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $223,190,048
- Total liabilities (EOY)
- $136,354
- Net assets (EOY)
- $223,053,694
- Net assets (BOY)
- $197,239,931
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $32,460,463
Expenses & distributions
- Benefits paid
- $4,979,533
- Administrative expenses
- $1,667,167
- Total expenses
- $6,646,700
- Net increase / (decrease)
- $25,813,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $374,054 | not reported in the loaded dataset | 2023 |
| Conduent Hr Services | NONE | $251,844 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $48,541 | $0 | 2023 |
| Alight Solutions LLC | NONE | $31,957 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Comp | NONE | $24,751 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $13,773 | $0 | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Conduent Hr Services — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Blackrock Institutional Trust Comp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation