Who sponsors the Lego U.S. Retirement Plan?

Lego U.S. Retirement Plan is reported as sponsored by Lego Systems, Inc (EIN 06-0891387, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Lego U.S. Retirement Plan?

The latest Form 5500 filing year loaded for Lego U.S. Retirement Plan is 2023.

How many participants does Lego U.S. Retirement Plan report?

Lego U.S. Retirement Plan reports 5,000 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Lego U.S. Retirement Plan?

Lego U.S. Retirement Plan reports $367,145,660 in end-of-year plan assets in its latest loaded Form 5500 filing.

Lego U.S. Retirement Plan — Form 5500 plan (Lego Systems, Inc)

Plain-English plan 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, Lego U.S. Retirement Plan is a benefit plan reported by Lego Systems, Inc under EIN 06-0891387 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,000 participants and $367,145,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Lego Systems, Inc
EIN: 06-0891387
Plan number: 002
Plan type: 3
Location: Enfield, CT
Latest filing year: 2023
Participants: 5,000
End-of-year plan assets: $367,145,660

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	5,000	H, C	20241015103746NAL0016159859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $367,145,660
Total liabilities (EOY): $0
Net assets (EOY): $367,145,660
Net assets (BOY): $299,512,558

Income & contributions

Employer contributions: $14,993,748
Participant contributions: $12,712,003
Total contributions: $29,595,393
Total income / additions: $93,742,872

Expenses & distributions

Benefits paid: $25,858,536
Administrative expenses: $178,944
Total expenses: $26,109,770
Net increase / (decrease): $67,633,102

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Strategic Advisors, Inc.	ADVISOR	$89,815	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	$43,029	$0	2023
Us Advisors, Inc.	CONSULTANT	$24,000	not reported in the loaded dataset	2023
Cohnreznick Llp	ACCOUNTANT/AUDITOR	$22,100	not reported in the loaded dataset	2023