Orrick, Herrington & Sutcliffe Llp Retirement Plan — Form 5500 plan (Orrick, Herrington & Sutcliffe 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, Orrick, Herrington & Sutcliffe Llp Retirement Plan is a benefit plan reported by Orrick, Herrington & Sutcliffe Llp under EIN 94-2952627 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,803 participants and $1,063,431,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orrick, Herrington & Sutcliffe Llp
EIN
94-2952627
Plan number
004
Plan type
2
Location
Wheeling, WV
Latest filing year
2023
Participants
2,803
End-of-year plan assets
$1,063,431,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,803H, C20241014075456NAL0043800544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,063,431,645
Total liabilities (EOY)
$0
Net assets (EOY)
$1,063,431,645
Net assets (BOY)
$808,481,738

Income & contributions

Employer contributions
$27,404,793
Participant contributions
$32,144,247
Total contributions
$72,162,327
Total income / additions
$212,053,528

Expenses & distributions

Benefits paid
$51,953,129
Administrative expenses
$1,093,383
Total expenses
$53,220,377
Net increase / (decrease)
$158,833,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$681,923not reported in the loaded dataset2023
Cerity Partners LLCNONE$523,544not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$397,008$02023
Reynders Mcveigh Capital ManagNONE$38,456not reported in the loaded dataset2023
Gallagher Benefit Services Inc DbaNONE$34,331not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$31,750not reported in the loaded dataset2023
Old West Investment ManagementNONE$26,525not reported in the loaded dataset2023
Sanchez & Zures LLCNONE$25,912not reported in the loaded dataset2023
Conquis Financial LLCNONE$23,796not reported in the loaded dataset2023
First Republic Investment ManaNONE$12,270not reported in the loaded dataset2023
Fort Henry Capital LLCNONE$10,488not reported in the loaded dataset2023
Alpha Cubed Investments LLCNONE$10,433not reported in the loaded dataset2023
Linscomb Wealth IncNONE$6,949not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$6,812not reported in the loaded dataset2023
Linscomb & Williams IncNONE$6,586not reported in the loaded dataset2023
Moneta Group Investment AdvisoNONE$5,488not reported in the loaded dataset2023
Signature Estate & InvestmentNONE$5,065not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$750not reported in the loaded dataset2023

Related Form 5500 pages