Spx Retirement Savings And Stock Ownership Plan — Form 5500 plan (Spx Enterprises, 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, Spx Retirement Savings And Stock Ownership Plan is a benefit plan reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,598 participants and $825,611,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 005
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 6,598
- End-of-year plan assets
- $825,611,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,598 | H, C | 20240723084747NAL0010953969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $825,611,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $825,611,783
- Net assets (BOY)
- $687,300,082
Income & contributions
- Employer contributions
- $9,787,677
- Participant contributions
- $17,421,890
- Total contributions
- $29,863,083
- Total income / additions
- $207,623,911
Expenses & distributions
- Benefits paid
- $82,471,063
- Administrative expenses
- $388,661
- Total expenses
- $82,943,704
- Net increase / (decrease)
- $124,680,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Instit Operations Co | NONE | $183,779 | $0 | 2023 |
| Mercer | NONE | $114,817 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $44,600 | not reported in the loaded dataset | 2023 |
| Jenner And Block LLC | NONE | $29,393 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $11,072 | not reported in the loaded dataset | 2023 |
| Blue & Co. LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spx Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Fidelity Inv Instit Operations Co — Schedule C compensation
- Mercer — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Jenner And Block LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Blue & Co. LLC — Schedule C compensation