Equitable Retirement Plan — Form 5500 plan (Equitable Financial Life Insurance Company)
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, Equitable Retirement Plan is a benefit plan reported by Equitable Financial Life Insurance Company under EIN 13-5570651 and plan number 011. The latest loaded filing year is 2023. The filing reports 15,500 participants and $1,793,536,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equitable Financial Life Insurance Company
- EIN
- 13-5570651
- Plan number
- 011
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 15,500
- End-of-year plan assets
- $1,793,536,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,500 | H, C | 20241008113946NAL0016546001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,793,536,597
- Total liabilities (EOY)
- $1,122,364
- Net assets (EOY)
- $1,792,414,233
- Net assets (BOY)
- $1,815,403,307
Income & contributions
- Total contributions
- $0
- Total income / additions
- $124,300,373
Expenses & distributions
- Benefits paid
- $140,801,082
- Administrative expenses
- $6,488,365
- Total expenses
- $147,289,447
- Net increase / (decrease)
- -$22,989,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $4,354,759 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein L.P. | NONE | $3,773,080 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $1,231,412 | not reported in the loaded dataset | 2023 |
| Highbridge | NONE | $694,897 | not reported in the loaded dataset | 2023 |
| Asf Vii B L.P | NONE | $433,897 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $176,749 | not reported in the loaded dataset | 2023 |
| Equitable | NONE | $164,839 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers, Llp | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Bluemountain Montenvers Fund Lp | NONE | $107,854 | not reported in the loaded dataset | 2023 |
| Np Railcar Investments Ii LLC | NONE | $90,440 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend Llp | NONE | $49,029 | not reported in the loaded dataset | 2023 |
| Alight Solutions | NONE | $32,565 | not reported in the loaded dataset | 2023 |
| Gis Proof And Control | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equitable Financial Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Morgan Stanley — Schedule C compensation
- Alliance Bernstein L.P. — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Highbridge — Schedule C compensation
- Asf Vii B L.P — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Equitable — Schedule C compensation
- Pricewaterhousecoopers, Llp — Schedule C compensation
- Bluemountain Montenvers Fund Lp — Schedule C compensation
- Np Railcar Investments Ii LLC — Schedule C compensation
- Kilpatrick Townsend Llp — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Gis Proof And Control — Schedule C compensation