2023 Form 5500 filing — Mercedes-Benz Usa, LLC Employees' Retirement 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 20240918104240NAL0001642403001) for Mercedes-Benz Usa, LLC Employees' Retirement Savings Plan, reported by Mercedes-Benz Usa, LLC under EIN 22-2375138 and plan number 002. It reports 5,244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918104240NAL0001642403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercedes-Benz Usa, LLC
- EIN
- 22-2375138
- Plan number
- 002
- Location
- Sandy Springs, GA
- Participants
- 5,244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $845,086,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $845,086,059
- Employer contributions
- $40,551,960
- Participant contributions
- $34,836,386
- Total income / additions
- $202,130,809
- Benefits paid
- $54,632,777
- Administrative expenses
- $827,654
- Total expenses
- $55,479,894
- Net increase / (decrease)
- $146,650,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | DIRECTED TRUSTEE | $0 | $504,931 |
| Voya Institutional Plan Services | RECORDKEEPING | $341,047 | $0 |
| Kilpatrick Townsend | ATTORNEY | $165,440 | not reported in the loaded dataset |
| Mercer | CONSULTANT | $153,752 | not reported in the loaded dataset |
| Voya M | INVEST ADVISOR | $72,714 | not reported in the loaded dataset |
| Morningstar | INVEST ADVISOR | $58,051 | not reported in the loaded dataset |
| Warren Averett | AUDITOR | $15,500 | not reported in the loaded dataset |