2023 Form 5500 filing — Mayer Brown Llp Usa 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 20241014163805NAL0013633251005) for Mayer Brown Llp Usa Savings Plan, reported by Mayer Brown Llp under EIN 36-1447220 and plan number 004. It reports 3,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163805NAL0013633251005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mayer Brown Llp
- EIN
- 36-1447220
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 3,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,129,811,338
- Net assets (EOY)
- $1,129,811,338
- Employer contributions
- $19,899,621
- Participant contributions
- $32,773,395
- Total income / additions
- $227,138,047
- Benefits paid
- $70,036,496
- Administrative expenses
- $455,047
- Total expenses
- $70,513,991
- Net increase / (decrease)
- $156,624,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curi Rmb Capital LLC | NONE | $215,845 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $60,875 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $38,294 | not reported in the loaded dataset |
| Fisher Investments | NONE | $21,604 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $18,840 | $0 |
| Fiducient Advisors LLC | NONE | $17,970 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $17,715 | not reported in the loaded dataset |
| Douglas Lane & Associates LLC | NONE | $17,235 | not reported in the loaded dataset |
| Tanglewood Total Wealth | NONE | $15,118 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $13,998 | not reported in the loaded dataset |
| Howard Capital Management Inc | NONE | $12,948 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $12,077 | not reported in the loaded dataset |
| Signature Investment Advisors | NONE | $7,737 | not reported in the loaded dataset |