2023 Form 5500 filing — Norton Rose Fulbright Us Llp Pension 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 20241015143359NAL0049937568001) for Norton Rose Fulbright Us Llp Pension Plan, reported by Norton Rose Fulbright Us Llp under EIN 74-1201087 and plan number 003. It reports 2,526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143359NAL0049937568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norton Rose Fulbright Us Llp
- EIN
- 74-1201087
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 2,526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $494,919,326
- Total liabilities (EOY)
- $304,643
- Net assets (EOY)
- $494,614,683
- Employer contributions
- $6,277,464
- Total income / additions
- $63,058,569
- Benefits paid
- $126,144,035
- Administrative expenses
- $4,737,240
- Total expenses
- $130,881,275
- Net increase / (decrease)
- -$67,822,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefit Guaranty Corp | PLAN ADMINISTRATOR | $1,889,448 | $0 |
| Ernst And Young Llp | ACCOUNT MAINTENANCE FEES | $1,610,277 | $0 |
| Carlson Capital - Black Diamond Ptn | INVESTMENT MGNT | $293,896 | $0 |
| Silvercrest Asset Mgnt Group | INVESTMENT MGNT | $253,228 | $0 |
| Barrow Hanley | INVESTMENT MGNT | $168,734 | $0 |
| Madison Investments Services | INVESTMENT MGNT | $168,732 | $0 |
| Lazard Asset Management | INVESTMENT MGNT | $125,065 | $0 |
| Principal Trust Company | TRUSTEE | $95,556 | $0 |
| Mpc Capital Advisors | CONSULTANTS FEE | $65,000 | $0 |
| State Street | INVESTMENT MGNT | $43,363 | $0 |
| Crowe Llp | LEGAL | $16,800 | $0 |
| Willis Towers Watson | INVESTMENT MGNT | $4,086 | $0 |
| Retirement Clearing House LLC | RECORD KEEPING | $3,057 | $0 |