2023 Form 5500 filing — Ropes & Gray Llp Supplemental Retirement Shares 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 20241014161804NAL0054390130001) for Ropes & Gray Llp Supplemental Retirement Shares Plan, reported by Ropes & Gray Llp under EIN 04-2233412 and plan number 067. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$231.8MReported net assets$231,834,218
Participants401
Provider compensation$201K3 Schedule C row(s)$201,036
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014161804NAL0054390130001
- Plan sponsor
- Ropes & Gray Llp
- EIN
- 04-2233412
- Plan number
- 067
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$231.8M total assets
Net assets$231.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $231,834,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,834,218
- Employer contributions
- $24,587,518
- Total income / additions
- $54,103,976
- Benefits paid
- $21,485,356
- Administrative expenses
- $201,036
- Total expenses
- $21,686,392
- Net increase / (decrease)
- $32,417,584
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Envestnet | INVESTMENT MANAGER | $74,060 | not reported in the loaded dataset |
| Neuberger Berman Investment Adv LLC | INVESTMENT MANAGER | $67,003 | not reported in the loaded dataset |
| Neuberger Berman Trust Company, Na | CUSTODIAN | $59,973 | not reported in the loaded dataset |