2023 Form 5500 filing — The Estee Lauder Companies 401(K) Savings 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 20240917122652NAL0002890001001) for The Estee Lauder Companies 401(K) Savings Plan, reported by Estee Lauder, Inc. under EIN 13-1871348 and plan number 002. It reports 20,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917122652NAL0002890001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Estee Lauder, Inc.
- EIN
- 13-1871348
- Plan number
- 002
- Location
- Long Island City, NY
- Participants
- 20,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,734,104,035
- Total liabilities (EOY)
- $378,793
- Net assets (EOY)
- $2,733,725,242
- Employer contributions
- $49,735,211
- Participant contributions
- $100,163,915
- Total income / additions
- $648,226,914
- Benefits paid
- $187,983,831
- Administrative expenses
- $1,730,158
- Total expenses
- $189,713,989
- Net increase / (decrease)
- $458,512,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $903,873 | not reported in the loaded dataset |
| Arrowmark Partners | NONE | $745,585 | $0 |
| State Street Global Advisors | NONE | $49,198 | $0 |
| The Northern Trust Company | NONE | $16,163 | $0 |
| Dodge & Cox | NONE | $15,339 | $0 |
| Jpmorgan Chase Bank, N.A. | NONE | $0 | $0 |