The Estee Lauder Companies 401(K) Savings Plan — Form 5500 plan (Estee Lauder, 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, The Estee Lauder Companies 401(K) Savings Plan is a benefit plan reported by Estee Lauder, Inc. under EIN 13-1871348 and plan number 002. The latest loaded filing year is 2023. The filing reports 20,299 participants and $2,734,104,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estee Lauder, Inc.
- EIN
- 13-1871348
- Plan number
- 002
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 20,299
- End-of-year plan assets
- $2,734,104,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,299 | H, C | 20240917122652NAL0002890001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,734,104,035
- Total liabilities (EOY)
- $378,793
- Net assets (EOY)
- $2,733,725,242
- Net assets (BOY)
- $2,274,724,906
Income & contributions
- Employer contributions
- $49,735,211
- Participant contributions
- $100,163,915
- Total contributions
- $156,095,017
- Total income / additions
- $648,226,914
Expenses & distributions
- Benefits paid
- $187,983,831
- Administrative expenses
- $1,730,158
- Total expenses
- $189,713,989
- Net increase / (decrease)
- $458,512,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $903,873 | not reported in the loaded dataset | 2023 |
| Arrowmark Partners | NONE | $745,585 | $0 | 2023 |
| State Street Global Advisors | NONE | $49,198 | $0 | 2023 |
| The Northern Trust Company | NONE | $16,163 | $0 | 2023 |
| Dodge & Cox | NONE | $15,339 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Estee Lauder, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Alight Solutions LLC — Schedule C compensation
- Arrowmark Partners — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation