2023 Form 5500 filing — Ernst & Young Inactive 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 20241101170559NAL0002066227001) for Ernst & Young Inactive Defined Benefit Retirement Plan, reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 114. It reports 37,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101170559NAL0002066227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ernst & Young U.S. Llp
- EIN
- 34-6565596
- Plan number
- 114
- Location
- Secaucus, NJ
- Participants
- 37,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,178,467,548
- Total liabilities (EOY)
- $18,807,479
- Net assets (EOY)
- $2,159,660,069
- Total income / additions
- $256,510,944
- Benefits paid
- $1,654,388,364
- Administrative expenses
- $3,034,401
- Total expenses
- $1,657,422,765
- Net increase / (decrease)
- -$1,400,911,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & Gen'L Investmt Mgmt America | FUND MANAGER | $921,325 | not reported in the loaded dataset |
| Fiam LLC | FUND MANAGER | $459,515 | not reported in the loaded dataset |
| Jennison Associates LLC | FUND MANAGER | $406,507 | not reported in the loaded dataset |
| Wellington Management Company | FUND MANAGER | $319,759 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | FUND MANAGER | $283,978 | not reported in the loaded dataset |
| Mondrian Investment Group Us, Inc. | FUND MANAGER | $166,909 | not reported in the loaded dataset |
| Ir&M Long Gov'T Credit Fund LLC | FUND MANAGER | $146,560 | not reported in the loaded dataset |
| Global Trust Company | FUND MANAGER | $129,641 | not reported in the loaded dataset |
| Jpmorgan Chase Bank N.A. | CUSTODIAN | $99,500 | $7,228 |
| Blackrock Institutional Trust Co | FUND MANAGER | $100,708 | $0 |