Patterson-Kelley Hourly Employees Pension 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, Patterson-Kelley Hourly Employees Pension Plan is a benefit plan reported by Spx Enterprises, LLC under EIN 88-1769617 and plan number 206. The latest loaded filing year is 2023. The filing reports 122 participants and $6,599,165 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.6MPlan net assets, end of year$6,599,165
Participants122Covered participants reported
Assets / participant$54.1KComputed: assets ÷ participants$54,092 (computed)
Provider compensation$122.7K2 Schedule C provider row(s)$122,681
- Plan sponsor
- Spx Enterprises, LLC
- EIN
- 88-1769617
- Plan number
- 206
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241015071629NAL0055061458001 |
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,599,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,599,165
- Net assets (BOY)
- $6,627,719
Income & contributions
- Total contributions
- $0
- Total income / additions
- $546,247
Expenses & distributions
- Benefits paid
- $452,120
- Administrative expenses
- $122,681
- Total expenses
- $574,801
- Net increase / (decrease)
- -$28,554
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 assets9%Computed ratio
Benefits paid ÷ total income83%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $98,181 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE | $24,500 | not reported in the loaded dataset | 2023 |