Shearman & Sterling Llp Cash Balance Pension Plan — Form 5500 plan (Allen Overy Shearman Sterling 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, Shearman & Sterling Llp Cash Balance Pension Plan is a benefit plan reported by Allen Overy Shearman Sterling Us Llp under EIN 13-5514352 and plan number 114. The latest loaded filing year is 2023. The filing reports 267 participants and $62,765,698 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.7MPlan net assets, end of year$62,731,115
Participants267Covered participants reported
Assets / participant$235.1KComputed: assets ÷ participants$235,078 (computed)
Provider compensationNone reported
Plan sponsor
Allen Overy Shearman Sterling Us Llp
EIN
13-5514352
Plan number
114
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H20241014160341NAL0027809537001
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)$62.8M total assets
Net assets$62.7MLiabilities$34.6K
Money in vs. money out
Total income / additions$12.1M
Total expenses$5.8M
Benefits paid / distributions$5.8M
Contributions
Employer$4.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$62,765,698
Total liabilities (EOY)
$34,583
Net assets (EOY)
$62,731,115
Net assets (BOY)
$56,435,409

Income & contributions

Employer contributions
$4,200,000
Total contributions
$4,200,000
Total income / additions
$12,106,581

Expenses & distributions

Benefits paid
$5,810,875
Administrative expenses
$0
Total expenses
$5,810,875
Net increase / (decrease)
$6,295,706
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 assets9%Computed ratio
Benefits paid ÷ total income48%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages