2023 Form 5500 filing — Schulte Roth & Zabel Llp Supplemental Retirement 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 20241007143851NAL0016250305001) for Schulte Roth & Zabel Llp Supplemental Retirement Plan, reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 028. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007143851NAL0016250305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 028
- Location
- New York, NY
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,744,165
- Total liabilities (EOY)
- $9,901
- Net assets (EOY)
- $125,734,264
- Employer contributions
- $8,897,093
- Total income / additions
- $24,858,583
- Benefits paid
- $13,903,439
- Administrative expenses
- $0
- Total expenses
- $13,903,439
- Net increase / (decrease)
- $10,955,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Symetra | NONE | $0 | $0 |
| John Hancock Variable Insurance Tst | NONE | $0 | $0 |
| Delaware Life Insurance Co. | NONE | $0 | $0 |
| New York Life Ins Co. & Annuity | NONE | $0 | $0 |
| Pacific Life Insurance Co. | NONE | $0 | $0 |
| Protective Life Insurance Company | NONE | $0 | $0 |