2023 Form 5500 filing — Ernst & Young Partnership Retirement (Hr-10) 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 20241015153353NAL0016765443001) for Ernst & Young Partnership Retirement (Hr-10) Plan, reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 001. It reports 4,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153353NAL0016765443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ernst & Young U.S. Llp
- EIN
- 34-6565596
- Plan number
- 001
- Location
- Secaucus, NJ
- Participants
- 4,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,487,543,300
- Total liabilities (EOY)
- $20,355,162
- Net assets (EOY)
- $2,467,188,138
- Employer contributions
- $68,051,722
- Total income / additions
- $459,586,845
- Benefits paid
- $124,246,037
- Administrative expenses
- $28,056
- Total expenses
- $124,274,093
- Net increase / (decrease)
- $335,312,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | CUSTODIAN | $0 | $58,671 |
| Mondrian Investment Group(Us) Inc. | FUND MANAGER | $28,056 | $0 |