Plan5500

Spx Master Trust Fund Jp Morgan Chase Bank, Trustee — 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 Master Trust Fund Jp Morgan Chase Bank, Trustee is a benefit plan reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $75,399,364 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
101
Plan type
4
Location
Charlotte, NC
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$75,399,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015072503NAL0014191731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,399,364
Total liabilities (EOY)
$0
Net assets (EOY)
$75,399,364
Net assets (BOY)
$51,291,023

Income & contributions

Total contributions
$0
Total income / additions
$7,432,068

Expenses & distributions

Benefits paid
$0
Administrative expenses
$393,954
Total expenses
$393,954
Net increase / (decrease)
$7,038,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank NaNONE$165,000$2172023
Nepc, LLCNONE$117,500not reported in the loaded dataset2023
Walter Scott & Partners Ltd.NONE$80,096$02023
Invesco Trust CompanyNONE$29,672$02023
Northern Trust CompanyNONE$1,525$02023
Brighthouse Life InsuranceNONE$162$02023

Related Form 5500 pages