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Original filing (PDF)20250925083954NAL0008979520001
LINDE INC.
Form 5500
FILING_RECEIVED
CBI PENSION PLAN
Defined-benefit pension plan
Signals · 2
48% in single holding9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$108.4M
Net assets (EOY)
$108.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: MAWER INTERNATIONAL EQUITY COLLECTIVE INVESTMENT FUND (extraction pending)]" is 48% of plan.
- 57 bps in Schedule C fees — 473% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINDE INC..
Plan sponsor
Name
LINDE INC.
EIN
06-1249050
Address
10 RIVERVIEW DRIVE · DANBURY, CT · 068106268
Phone
(203) 837-2000
Industry
Manufacturingsee all
Plan administrator
Name
ADMIN AND INVESTMENT COMMITTEES FOR THE LINDE U.S. RETIREMENT PLANS
EIN
06-1249050
City
DANBURY, CT
Phone
(203) 837-2000
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3871028 | — | NONE | $178K | — |
| MAWER INVESTMENT MANAGEMENT LTD. | 26-3761443 | — | NONE | $157K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $101K | — |
| SHENKMAN CAPITAL MANAGEMENT | 13-3280361 | — | NONE | $72K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $53K | — |
| COHNREZNICK LLP | 22-1478099 | — | NONE | $30K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $13K | — |
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $11K | — |
| TOWERS WATSON INVESTMENT SERVICE | 52-1868818 | — | NONE | $7K | — |
Investments
3 pooled funds· $64.3M(59% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAWER COLLECTIVE INVESTMENT TRUST GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $30.8M | 28.4% | |
| RUSSEL 2000 INDEX FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $24.3M | 22.4% | |
| RUSSELL 1000 VALUE INDEX FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 098 | Common Collective Trust | — | — | $9.1M | 8.4% |