Environmental Defense Fund Retirement Savings Plan — Form 5500 plan (Environmental Defense Fund, 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, Environmental Defense Fund Retirement Savings Plan is a benefit plan reported by Environmental Defense Fund, Inc. under EIN 11-6107128 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,206 participants and $157,982,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Environmental Defense Fund, Inc.
- EIN
- 11-6107128
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,206
- End-of-year plan assets
- $157,982,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,206 | H, C | 20240807132829NAL0003557329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,982,048
- Net assets (EOY)
- $157,982,048
- Net assets (BOY)
- $132,699,832
Income & contributions
- Employer contributions
- $5,349,193
- Participant contributions
- $8,909,634
- Total contributions
- $16,639,215
- Total income / additions
- $38,205,334
Expenses & distributions
- Benefits paid
- $12,682,871
- Administrative expenses
- $238,283
- Total expenses
- $12,923,118
- Net increase / (decrease)
- $25,282,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $138,328 | $0 | 2023 |
| Hightower Advisors, LLC | CONSULTANT | $81,250 | not reported in the loaded dataset | 2023 |
| Bdo | AUDITOR | $18,705 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Environmental Defense Fund, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Hightower Advisors, LLC — Schedule C compensation
- Bdo — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation