Ernst & Young Defined Benefit Retirement 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 Defined Benefit Retirement Plan is a benefit plan reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 111. The latest loaded filing year is 2023. The filing reports 47,752 participants and $2,325,467,117 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
111
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
47,752
End-of-year plan assets
$2,325,467,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347,752H, C20241101170228NAL0003322945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,325,467,117
Total liabilities (EOY)
$12,018,626
Net assets (EOY)
$2,313,448,491
Net assets (BOY)
$2,141,587,471

Income & contributions

Employer contributions
$95,300,000
Total contributions
$95,300,000
Total income / additions
$384,155,981

Expenses & distributions

Benefits paid
$98,714,387
Administrative expenses
$23,602
Total expenses
$98,737,989
Net increase / (decrease)
$285,417,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.CUSTODIAN$0$83,3872023
Mondrian Investment Group(Us) Inc.FUND MANAGER$23,602$02023

Related Form 5500 pages