2023 Form 5500 filing — Ernst & Young Defined Benefit Retirement 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 20241101170228NAL0003322945001) for Ernst & Young Defined Benefit Retirement Plan, reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 111. It reports 47,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101170228NAL0003322945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ernst & Young U.S. Llp
- EIN
- 34-6565596
- Plan number
- 111
- Location
- Secaucus, NJ
- Participants
- 47,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,325,467,117
- Total liabilities (EOY)
- $12,018,626
- Net assets (EOY)
- $2,313,448,491
- Employer contributions
- $95,300,000
- Total income / additions
- $384,155,981
- Benefits paid
- $98,714,387
- Administrative expenses
- $23,602
- Total expenses
- $98,737,989
- Net increase / (decrease)
- $285,417,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | CUSTODIAN | $0 | $83,387 |
| Mondrian Investment Group(Us) Inc. | FUND MANAGER | $23,602 | $0 |