Lazard Asset Management LLC — 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, Lazard Asset Management LLC (EIN 13-5545100) is a plan sponsor located in Kansas City, MO 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
- 13-5545100
- Location
- Kansas City, MO
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,113,578,567
- Total reported liabilities (EOY)
- $1,315,027
- Total reported net assets (EOY)
- $1,112,263,540
Contributions & income
- Employer contributions
- $13,667,913
- Participant contributions
- $36,296,095
- Total income / additions
- $244,702,835
Expenses & distributions
- Benefits paid / distributions
- $54,892,350
- Total expenses
- $55,444,314
- Net increase / (decrease)
- $189,258,521
Coverage
- Total reported participants
- 10,012
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lazard Freres & Co. LLC Employees' Savings Plan | 003 | 2,975 | $724,412,365 | 2023 |
| Emerging Markets Equity Group Trust | 002 | not reported in the loaded dataset | $373,653,210 | 2023 |
| Lazard Freres & Co. LLC Employees' Pension Plan | 001 | 289 | $15,512,992 | 2023 |
| Lazard Freres And Co., LLC Travel Accident Insurance Plan | 505 | 1,635 | not reported in the loaded dataset | 2023 |
| Lazard Freres And Co., LLC Life Insurance And Ad And D Plan | 502 | 1,614 | not reported in the loaded dataset | 2023 |
| Lazard Freres And Co., LLC Long Term Disability Plan | 501 | 1,614 | not reported in the loaded dataset | 2023 |
| Lazard Freres And Co., LLC Group Major Medical Expense Plan | 504 | 1,550 | not reported in the loaded dataset | 2023 |
| Lazard Freres And Co., LLC Employee Reimbursement Account Lera | 506 | 335 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lazard Freres And Co., LLC Long Term Disability Plan | 1,614 | — | 20240718100449NAL0005596097001 |
| 2023 | Lazard Freres And Co., LLC Life Insurance And Ad And D Plan | 1,614 | — | 20240718100926NAL0008909040001 |
| 2023 | Lazard Freres And Co., LLC Employee Reimbursement Account Lera | 335 | — | 20240718102319NAL0011953330001 |
| 2023 | Lazard Freres And Co., LLC Group Major Medical Expense Plan | 1,550 | — | 20240727062830NAL0035191666001 |
| 2023 | Lazard Freres And Co., LLC Travel Accident Insurance Plan | 1,635 | — | 20240729090945NAL0012360035001 |
| 2023 | Lazard Freres & Co. LLC Employees' Pension Plan | 289 | H | 20240814145406NAL0025691010001 |
| 2023 | Lazard Freres & Co. LLC Employees' Savings Plan | 2,975 | H, C | 20240814145515NAL0025773586001 |
| 2023 | Emerging Markets Equity Group Trust | not reported in the loaded dataset | H, C | 20250520130020NAL0002015056001 |