2023 Form 5500 filing — Lazard Freres & Co. LLC Employees' Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814145406NAL0025691010001) for Lazard Freres & Co. LLC Employees' Pension Plan, reported by Lazard Freres & Co. LLC under EIN 13-5545100 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.5MReported net assets$15,512,992
Participants289
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240814145406NAL0025691010001
Plan sponsor
Lazard Freres & Co. LLC
EIN
13-5545100
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Full reported line items
Total assets (EOY)
$15,512,992
Total liabilities (EOY)
$0
Net assets (EOY)
$15,512,992
Total income / additions
$1,395,726
Benefits paid
$1,868,317
Administrative expenses
$0
Total expenses
$1,868,317
Net increase / (decrease)
-$472,591

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814145406NAL0025691010001 cover?
It is the 2023 Form 5500 filing for Lazard Freres & Co. LLC Employees' Pension Plan, reported by Lazard Freres & Co. LLC (EIN 13-5545100).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages