Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan — Form 5500 plan (The Ogilvy Group, LLC)

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, Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan is a benefit plan reported by The Ogilvy Group, LLC under EIN 13-2555496 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,357 participants and $177,405,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ogilvy Group, LLC
EIN
13-2555496
Plan number
005
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,357
End-of-year plan assets
$177,405,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,357H, C20250110072300NAL0007607363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$177,405,917
Total liabilities (EOY)
$102,664
Net assets (EOY)
$177,303,253
Net assets (BOY)
$169,941,682

Income & contributions

Total contributions
$0
Total income / additions
$15,475,375

Expenses & distributions

Benefits paid
$7,026,921
Administrative expenses
$1,086,883
Total expenses
$8,113,804
Net increase / (decrease)
$7,361,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us) LLCNONE$438,072not reported in the loaded dataset2023
Blackrock Institutional Trust Co,NaNONE$395,811$02023
Principal Trust CompanyNONE$26,728not reported in the loaded dataset2023

Related Form 5500 pages