Spx Shared Cct Funds Master Trust — 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 Shared Cct Funds Master Trust is a benefit plan reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 102. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $95,953,699 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$96MPlan net assets, end of year$95,953,699
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$210.5K3 Schedule C provider row(s)$210,513
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 102
- Plan type
- 4
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015071502NAL0028914513001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$96M total assets
Net assets$96MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $95,953,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,953,699
- Net assets (BOY)
- $125,562,187
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,408,949
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $210,513
- Total expenses
- $210,513
- Net increase / (decrease)
- $9,198,436
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Asset Mgt Tr | NONE | $106,769 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $94,026 | $0 | 2023 |
| Legal & General Investment Mgt | NONE | $9,718 | 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 Institutional Asset Mgt Tr — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Legal & General Investment Mgt — Schedule C compensation