Plan5500

Jefferies Employees' Pension Plan — Form 5500 plan (Jefferies Financial Group 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, Jefferies Employees' Pension Plan is a benefit plan reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 006. The latest loaded filing year is 2023. The filing reports 479 participants and $46,038,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferies Financial Group Inc.
EIN
13-2615557
Plan number
006
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
479
End-of-year plan assets
$46,038,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023479H, C20241014115017NAL0027194033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,038,160
Total liabilities (EOY)
$65,315
Net assets (EOY)
$45,972,845
Net assets (BOY)
$44,927,347

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$4,552,309

Expenses & distributions

Benefits paid
$2,820,259
Administrative expenses
$686,552
Total expenses
$3,506,811
Net increase / (decrease)
$1,045,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional Trust CoNONE$199,855not reported in the loaded dataset2023
Usi Consulting GroupNONE$92,400not reported in the loaded dataset2023
Tanner LLCNONE$32,077not reported in the loaded dataset2023
Principal Trust CompanyNONE$25,659not reported in the loaded dataset2023

Related Form 5500 pages