2023 Form 5500 filing — Eversheds Sutherland (Us) Llp Retirement Plan A
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 20241014191413NAL0053653810001) for Eversheds Sutherland (Us) Llp Retirement Plan A, reported by Eversheds Sutherland (Us) Llp under EIN 58-0619407 and plan number 001. It reports 1,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191413NAL0053653810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eversheds Sutherland (Us) Llp
- EIN
- 58-0619407
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 1,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,225,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,225,515
- Employer contributions
- $4,924,594
- Participant contributions
- $11,337,198
- Total income / additions
- $82,167,635
- Benefits paid
- $25,803,409
- Administrative expenses
- $219,512
- Total expenses
- $26,022,921
- Net increase / (decrease)
- $56,144,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $126,421 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $56,919 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $13,061 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $11,606 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $11,427 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |