Back to filter
Original filing (PDF)20251009062837NAL0014859746001
SCHNEIDER ELECTRIC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
259
Accounts w/ balance
—
Plan assets (EOY)
$229.6M
Net assets (EOY)
$229.6M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 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
55
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 169% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHNEIDER ELECTRIC HOLDINGS, INC..
Plan sponsor
Name
SCHNEIDER ELECTRIC HOLDINGS, INC.
EIN
36-4141566
Address
1111 PASQUINELLI DRIVE, · WESTMONT, IL · 60559
Phone
(877) 248-2998
Industry
Manufacturingsee all
Plan administrator
Name
SCHNEIDER ELECTRIC BENEFITS COMMITTEE
EIN
36-4141566
City
WESTMONT, IL
Phone
(877) 248-2998
Plan characteristics
Plan number
203
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INC. | 13-2834414 | — | NONE | $396K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $174K | — |
| BAKER TILLY US LLP | 30-1413443 | — | NONE | $33K | — |
| CROWE LLP | 35-0921680 | — | NONE | $14K | — |
Investments
2 pooled funds· $229.6M(100% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SCHNEIDER ELEC HOLDINGS, INC. MT SCHNEIDER ELECTRIC HOLDINGS, INC. · EIN 36-4141566 / PN 204 | Master Trust | $227.7M | 99.2% |
| SCHNEIDER ELEC HOLDINGS MAST POOLED SCHNEIDER ELECTRIC HOLDINGS, INC. · EIN 36-4141566 / PN 205 | Master Trust | $1.9M | 0.8% |