Plan5500

Ernst & Young Partnership Retirement (Hr-10) Plan — Form 5500 plan (Ernst & Young U.S. 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, Ernst & Young Partnership Retirement (Hr-10) Plan is a benefit plan reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,091 participants and $2,487,543,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernst & Young U.S. Llp
EIN
34-6565596
Plan number
001
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
4,091
End-of-year plan assets
$2,487,543,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,091H, C20241015153353NAL0016765443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,487,543,300
Total liabilities (EOY)
$20,355,162
Net assets (EOY)
$2,467,188,138
Net assets (BOY)
$2,169,767,435

Income & contributions

Employer contributions
$68,051,722
Total contributions
$68,051,722
Total income / additions
$459,586,845

Expenses & distributions

Benefits paid
$124,246,037
Administrative expenses
$28,056
Total expenses
$124,274,093
Net increase / (decrease)
$335,312,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.CUSTODIAN$0$58,6712023
Mondrian Investment Group(Us) Inc.FUND MANAGER$28,056$02023

Related Form 5500 pages