Plan5500

Ziff Brothers Investments, L.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ziff Brothers Investments, L.L.C. (EIN 13-3810050) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3810050
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ziff Brothers Investments, L.L.C.

  • 2 loaded plans hold $219.3M in reported assets.
  • The largest, Zbi Multiple Employer 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 742 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$219.3MSummed across loaded plans$219,253,737
Total reported assets$219.3M$219,253,737
Total reported participants742
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$219.3M total assets
Net assets$219.3MLiabilities$0
Contributions & income
Employer contributions$3.4M
Participant contributions$2.9M
Total income / additions$40.8M
Expenses & distributions
Benefits paid / distributions$10.1M
Total expenses$10.2M
Net increase / (decrease)$30.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Zbi Multiple Employer 401(K) Retirement Plan
Participants per plan371Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Zbi Multiple Employer 401(K) Retirement Plan$219.3M
    Plan #333 · 523 participants · 2023
  2. 2
    Ziff Brothers Investments, LLC Employee Welfare Plannot reported in the loaded dataset
    Plan #501 · 219 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ziff Brothers Investments, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Ziff Brothers Investments, LLC Employee Welfare Plan219 participants · 3No schedules
    View filing →
  2. 2023
    Zbi Multiple Employer 401(K) Retirement Plan523 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ziff Brothers Investments, L.L.C. report on Form 5500?
Ziff Brothers Investments, L.L.C. (EIN 13-3810050) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ziff Brothers Investments, L.L.C.?
The Employer Identification Number (EIN) reported for Ziff Brothers Investments, L.L.C. is 13-3810050.
What is the latest Form 5500 filing year for Ziff Brothers Investments, L.L.C.?
The latest loaded Form 5500 filing year for Ziff Brothers Investments, L.L.C. is 2023.

Related Form 5500 pages