Plan5500

Carter Ledyard & Milburn Llp — 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, Carter Ledyard & Milburn Llp (EIN 13-4986540) is a plan sponsor located in New York, NY with 2 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
13-4986540
Location
New York, NY
Loaded plans
3
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 Carter Ledyard & Milburn Llp

  • 3 loaded plans hold $93.2M in reported assets.
  • The largest, Carter Ledyard & Milburn Llp 401(K) Retirement Plan, holds 91% of this company's reported plan assets.
  • Plans cover 305 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$93.2MSummed across loaded plans$93,228,950
Total reported assets$93.2M$93,228,950
Total reported participants305
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$93.2M total assets
Net assets$93.2MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$1.5M
Total income / additions$21.7M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.5M
Net increase / (decrease)$15.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets91%Carter Ledyard & Milburn Llp 401(K) Retirement Plan
Participants per plan102Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Carter Ledyard & Milburn Llp 401(K) Retirement Plan$84.6M
    Plan #001 · 130 participants · 2023
  2. 2
    Carter Ledyard & Milburn Llp 401(K) Savings Plan$8.6M
    Plan #008 · 57 participants · 2023
  3. 3
    Carter Ledyard & Milburn Llp Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 118 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 Carter Ledyard & Milburn Llp. Open one for its full reported snapshot.

  1. 2023
    Carter Ledyard & Milburn Llp Welfare Benefits Plan118 participants · 2No schedules
    View filing →
  2. 2023
    Carter Ledyard & Milburn Llp 401(K) Retirement Plan130 participants · 2Sch HSch C
    View filing →
  3. 2023
    Carter Ledyard & Milburn Llp 401(K) Savings Plan57 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carter Ledyard & Milburn Llp report on Form 5500?
Carter Ledyard & Milburn Llp (EIN 13-4986540) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carter Ledyard & Milburn Llp?
The Employer Identification Number (EIN) reported for Carter Ledyard & Milburn Llp is 13-4986540.
What is the latest Form 5500 filing year for Carter Ledyard & Milburn Llp?
The latest loaded Form 5500 filing year for Carter Ledyard & Milburn Llp is 2023.

Related Form 5500 pages