2023 Form 5500 filing — Allen & Overy Llp Cash Balance 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 20241015155421NAL0057081074001) for Allen & Overy Llp Cash Balance Pension Plan, reported by Allen & Overy Llp under EIN 13-3302093 and plan number 003. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.9MReported net assets$32,858,327

Participants149

Provider compensation$106.3K2 Schedule C row(s)$106,347

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015155421NAL0057081074001
Plan sponsor: Allen & Overy Llp
EIN: 13-3302093
Plan number: 003
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33M total assets

Net assets$32.9MLiabilities$129.8K

Money in vs. money out

Total income / additions$12.6M

Total expenses$6.3M

Benefits paid / distributions$6.2M

Contributions

Employer$8.7M

ParticipantNot reported

Full reported line items

Total assets (EOY): $32,988,117
Total liabilities (EOY): $129,790
Net assets (EOY): $32,858,327
Employer contributions: $8,747,607
Total income / additions: $12,550,922
Benefits paid: $6,216,361
Administrative expenses: $106,347
Total expenses: $6,322,708
Net increase / (decrease): $6,228,214

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Citi Private Bank$92.2K
NONE · Direct $92.2K
2
First State Trust Company$14.1K
NONE · Direct $14.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155421NAL0057081074001 cover?: It is the 2023 Form 5500 filing for Allen & Overy Llp Cash Balance Pension Plan, reported by Allen & Overy Llp (EIN 13-3302093).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).