Kramer Levin Employees' Retirement Plan — Form 5500 plan (Herbert Smith Freehills Kramer (Us) Llp)
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, Kramer Levin Employees' Retirement Plan is a benefit plan reported by Herbert Smith Freehills Kramer (Us) Llp under EIN 13-1944339 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $38,104,439 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$38.1MPlan net assets, end of year$38,093,748
Participants313Covered participants reported
Assets / participant$121.7KComputed: assets ÷ participants$121,739 (computed)
Provider compensation$143.2K5 Schedule C provider row(s)$143,213
- Plan sponsor
- Herbert Smith Freehills Kramer (Us) Llp
- EIN
- 13-1944339
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20250715145955NAL0002239201001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$38.1M total assets
Net assets$38.1MLiabilities$10.7K
Full reported line items
Net assets
- Total assets (EOY)
- $38,104,439
- Total liabilities (EOY)
- $10,691
- Net assets (EOY)
- $38,093,748
- Net assets (BOY)
- $34,174,235
Income & contributions
- Employer contributions
- $847,000
- Total contributions
- $847,000
- Total income / additions
- $6,831,120
Expenses & distributions
- Benefits paid
- $2,531,196
- Administrative expenses
- $380,411
- Total expenses
- $2,911,607
- Net increase / (decrease)
- $3,919,513
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $74,800 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $33,345 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | NONE | $22,436 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $12,632 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbert Smith Freehills Kramer (Us) Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mercer — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation