Retirement Plan For Employees Of Alliancebernstein L.P. — Form 5500 plan (Alliancebernstein L.P.)

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, Retirement Plan For Employees Of Alliancebernstein L.P. is a benefit plan reported by Alliancebernstein L.P. under EIN 13-4064930 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,377 participants and $101,429,982 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$101.4MPlan net assets, end of year$101,429,982
Participants1.4KCovered participants reported1,377
Assets / participant$73.7KComputed: assets ÷ participants$73,660 (computed)
Provider compensationNone reported
Plan sponsor
Alliancebernstein L.P.
EIN
13-4064930
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,377H20241011092637NAL0010769123001
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)$101.4M total assets
Net assets$101.4MLiabilities$0
Money in vs. money out
Total income / additions$11.5M
Total expenses$6.3M
Benefits paid / distributions$6.3M
Contributions
Employer$0
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$101,429,982
Total liabilities (EOY)
$0
Net assets (EOY)
$101,429,982
Net assets (BOY)
$96,173,346

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$11,525,888

Expenses & distributions

Benefits paid
$6,269,252
Administrative expenses
$0
Total expenses
$6,269,252
Net increase / (decrease)
$5,256,636
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 assets6%Computed ratio
Benefits paid ÷ total income54%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages