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Original filing (PDF)20251014165620NAL0006880562001
TRANE U.S. INC.
Form 5500
FILING_RECEIVED
TRANE PENSION PLAN
Defined-benefit pension plan
Signals · 3
99% in single holding~163 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,079
Accounts w/ balance
—
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PIMCO Total Return Fund 1,652,383.760 shares" is 99% of plan.
- 163 bps in Schedule C fees — 461% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANE U.S. INC..
Plan sponsor
Name
TRANE U.S. INC.
EIN
25-0900465
Address
800 E BEATY STREET · DAVIDSON, NC · 28036
Phone
(704) 655-4000
Industry
Manufacturingsee all
Plan administrator
Name
TRANE TECHNOLOGIES BENEFITS ADMINISTRATION COMMITTEE
EIN
22-2116054
City
DAVIDSON, NC
Phone
(704) 655-4000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | 13-4994650 | — | TRUSTEE | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $149K | — |
| TOWERS WATSON DELAWARE, INC. | 23-1159360 | — | NONE | $78K | — |
Investments
2 direct securities· $14.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Total Return Fund 1,652,383.760 shares | — | — | $17.1M | $14.0M | 97.0% | |
| Collective Short Term Investment Fund 1,124,088.120 shares | — | — | $130K | $130K | 0.9% |