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Original filing (PDF)20251015121121NAL0009147074001
FMC TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
FMC TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT PROGRAM
Defined-benefit pension plan
Signals · 3
47% in single holdingNo recordkeeper disclosed6 service providers
Active participants
281
Accounts w/ balance
—
Plan assets (EOY)
$373.6M
Net assets (EOY)
$373.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
14 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "CF WTW GT DIVERSIFIED EQUITY FUND" is 47% of plan.
- 33 bps in Schedule C fees — 228% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FMC TECHNOLOGIES, INC..
Plan sponsor
Name
FMC TECHNOLOGIES, INC.
EIN
36-4412642
Address
11740 KATY FREEWAY · HOUSTON, TX · 77079
Phone
(281) 591-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWER WATSON | 53-0181291 | — | NONE | $808K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $168K | — |
| AON SERVICE CORPORATION | 36-3051915 | — | NONE | $148K | — |
| BLACKROCK | 30-0587659 | — | NONE | $44K | — |
| MCCONNELL &JONES LLP | 76-0488832 | — | NONE | $29K | — |
| PARAMETRIC | 20-0292745 | — | NONE | $28K | — |
Investments
5 direct securities · 9 pooled funds· $369.9M(99% 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.
Common Collective Trust
$364.9M
9 holdings
Uncategorized
$5.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CF WTW GT DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $149.0M | $175.3M | 46.9% | |
| CF WTW GT DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $55.5M | $66.2M | 17.7% | |
| CF WTW GT REAL ASSET FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $60.5M | $60.1M | 16.1% | |
| TSY US 25+ YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $30.5M | $20.5M | 5.5% | |
| TSY US 15 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $13.8M | $10.6M | 2.8% | |
| TSY US 20 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $13.0M | $9.5M | 2.6% | |
| TSY US 10 YR KEY RATE DUR NL FD A BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $11.6M | $9.2M | 2.5% | |
| COLTV SHORT TERM INVT FD THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 001 | Common Collective Trust | — | $7.6M | $7.6M | 2.0% | |
| INTERMEDIATE U.S.GOVERNMENT INDEX STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 114 | Common Collective Trust | — | $5.6M | $5.8M | 1.6% | |
| MIRI EMERGING MARKETS FUND | — | — | $2.7M | $2.9M | 0.8% | |
| PHORCYS OPPORTUNITIES I, LLC | — | — | $811K | $1.8M | 0.5% | |
| PENDRELL CORP CL A PAR $0.01 NEW CL A PAR $0.01 NEW SEDOL | — | — | $166K | $150K | <0.1% | |
| VB Select Pan-Asia Fund | — | — | $1.7M | $138K | <0.1% | |
| INTERPUBLIC GROUP COMPANIES INC COM | — | — | $5K | $11K | <0.1% |
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