Plan5500

Pension Plan For Employees Of Carl Zeiss, Inc. — Form 5500 plan (Carl Zeiss, 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, Pension Plan For Employees Of Carl Zeiss, Inc. is a benefit plan reported by Carl Zeiss, Inc. under EIN 13-1495820 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $84,886,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carl Zeiss, Inc.
EIN
13-1495820
Plan number
001
Plan type
2
Location
White Plains, NY
Latest filing year
2023
Participants
849
End-of-year plan assets
$84,886,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20240826190302NAL0005634803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,886,102
Total liabilities (EOY)
$0
Net assets (EOY)
$84,886,102
Net assets (BOY)
$83,708,483

Income & contributions

Total contributions
$0
Total income / additions
$7,924,669

Expenses & distributions

Benefits paid
$6,139,165
Administrative expenses
$607,885
Total expenses
$6,747,050
Net increase / (decrease)
$1,177,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mellon Bank, NaNONE$303,420not reported in the loaded dataset2023
MillimanNONE$222,961not reported in the loaded dataset2023

Related Form 5500 pages