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Original filing (PDF)20251015142237NAL0002562547001
CHART INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
THE CHART PENSION PLAN
Defined-benefit pension plan
Signals · 1
~168 bps in Sched C fees
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 168 bps in Schedule C fees — 479% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHART INDUSTRIES, INC..
Plan sponsor
Name
CHART INDUSTRIES, INC.
EIN
34-1712937
Address
2200 AIRPORT INDUSTRIAL DRIVE · SUITE 400 · BALL GROUND, GA · 30107
Phone
(770) 721-8800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $120K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | INVESTMENT ADVISORY | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | AUDITOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | SERVICE PROVIDER | $537K | — |
Investments
2 direct securities · 9 pooled funds· $43.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$39.5M
9 holdings
Mutual Funds
$3.6M
1 holding
Uncategorized
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN US GOVERNMENT MMKT INSTL JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $6.5M | $6.7M | 15.5% | |
| PIMCO LONG-TERM CREDIT BOND INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $6.1M | $6.7M | 15.5% | |
| DODGE & COX INCOME DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $3.3M | $5.2M | 12.0% | |
| STERLING CAPITAL TOT RETURN BOND A STERLING CAPITAL FUNDS · EIN 04-3331055 / PN 000 | Pooled Separate Account | — | $3.1M | $5.2M | 12.0% | |
| JP Morgan JP Morgan Government Bond R6 | Mutual Funds | — | $3.6M | $3.6M | 8.4% | |
| VANGUARD LONG-TERM INVESTMENT GRADE VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $3.3M | $3.5M | 8.2% | |
| PIMCO LONG-TERM US GOV INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $3.4M | $3.5M | 8.1% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $3.1M | $3.1M | 7.2% | |
| PIMCO LONG DURATION TOTAL RETURN IN PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $2.8M | $3.0M | 7.0% | |
| MFS GOVERNMENT SECURITIES R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $2.5M | $2.6M | 6.0% | |
| Guaranteed Interest Account * Massachusetts Mutual Life Insurance Company Guaranteed Interest Account - Interest Rate of 2.25% | — | — | $36K | $36K | <0.1% |