Jennison Associates Savings Plan — Form 5500 plan (Jennison Associates 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, Jennison Associates Savings Plan is a benefit plan reported by Jennison Associates LLC under EIN 52-2069785 and plan number 006. The latest loaded filing year is 2023. The filing reports 609 participants and $437,244,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jennison Associates LLC
- EIN
- 52-2069785
- Plan number
- 006
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 609
- End-of-year plan assets
- $437,244,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 609 | H, C | 20240904151721NAL0011221859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $437,244,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $437,244,677
- Net assets (BOY)
- $358,829,057
Income & contributions
- Employer contributions
- $8,063,194
- Participant contributions
- $5,193,255
- Total contributions
- $15,547,830
- Total income / additions
- $98,642,243
Expenses & distributions
- Benefits paid
- $20,073,948
- Administrative expenses
- $152,675
- Total expenses
- $20,226,623
- Net increase / (decrease)
- $78,415,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Holding | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |