Plan5500

Lexmark Retirement Growth Account Plan Master Trust — Form 5500 plan (Lexmark International, 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, Lexmark Retirement Growth Account Plan Master Trust is a benefit plan reported by Lexmark International, Inc. under EIN 06-1308215 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $358,110,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lexmark International, Inc.
EIN
06-1308215
Plan number
004
Plan type
4
Location
Lexington, KY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$358,110,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010163955NAL0011742963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$358,110,110
Total liabilities (EOY)
$0
Net assets (EOY)
$358,110,110
Net assets (BOY)
$363,723,238

Income & contributions

Total contributions
$0
Total income / additions
$36,436,993

Expenses & distributions

Benefits paid
$0
Administrative expenses
$752,960
Total expenses
$752,960
Net increase / (decrease)
$35,684,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCNONE$581,133not reported in the loaded dataset2023
Jp Morgan Chase Bank, NaNONE$171,827$02023

Related Form 5500 pages