Lsegh, Inc. 401(K) Plan — Form 5500 plan (Refinitiv Us 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, Lsegh, Inc. 401(K) Plan is a benefit plan reported by Refinitiv Us LLC under EIN 20-4530702 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,534 participants and $1,009,534,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refinitiv Us LLC
- EIN
- 20-4530702
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,534
- End-of-year plan assets
- $1,009,534,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,534 | H, C | 20241223145118NAL0004990819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,009,534,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,009,534,243
- Net assets (BOY)
- $890,429,876
Income & contributions
- Employer contributions
- $17,546,868
- Participant contributions
- $36,723,141
- Total contributions
- $58,375,404
- Total income / additions
- $213,825,734
Expenses & distributions
- Benefits paid
- $94,158,158
- Administrative expenses
- $531,663
- Total expenses
- $94,721,367
- Net increase / (decrease)
- $119,104,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $376,299 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services | RECORDKEEPER | $166,118 | $0 | 2023 |
| E & Y Plan Audit Firm | IPQA AUDIT FEE | $153,000 | not reported in the loaded dataset | 2023 |
| Ssga | INVESTMENT MANAGEMENT | $7,793 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refinitiv Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Voya Retirement Advisors, LLC — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- E & Y Plan Audit Firm — Schedule C compensation
- Ssga — Schedule C compensation