2023 Form 5500 filing — Lloyd'S Register Americas, Inc. Retirement Plan For United States Employees
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 20241015085828NAL0016018179001) for Lloyd'S Register Americas, Inc. Retirement Plan For United States Employees, reported by Lloyd'S Register Americas, Inc. under EIN 76-0647352 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085828NAL0016018179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyd'S Register Americas, Inc.
- EIN
- 76-0647352
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,405,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,405,332
- Total income / additions
- $3,802,842
- Benefits paid
- $2,848,737
- Administrative expenses
- $363,616
- Total expenses
- $3,212,353
- Net increase / (decrease)
- $590,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $100,598 | not reported in the loaded dataset |
| Fid Inst Asset Management Co | INV. ADVISORY | $61,903 | not reported in the loaded dataset |
| Linscomb & Williams | INV. ADVISORY | $38,051 | not reported in the loaded dataset |