Bertelsmann 401(K) Savings Plan — Form 5500 plan (Bertelsmann, Inc.)
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, Bertelsmann 401(K) Savings Plan is a benefit plan reported by Bertelsmann, Inc. under EIN 95-2949493 and plan number 004. The latest loaded filing year is 2023. The filing reports 13,896 participants and $1,762,705,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bertelsmann, Inc.
- EIN
- 95-2949493
- Plan number
- 004
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 13,896
- End-of-year plan assets
- $1,762,705,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,896 | H, C | 20241008142313NAL0035001218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,762,705,793
- Total liabilities (EOY)
- $205,299
- Net assets (EOY)
- $1,762,500,494
- Net assets (BOY)
- $1,527,959,715
Income & contributions
- Employer contributions
- $37,192,913
- Participant contributions
- $60,708,572
- Total contributions
- $104,987,947
- Total income / additions
- $392,853,099
Expenses & distributions
- Benefits paid
- $157,020,881
- Administrative expenses
- $1,259,781
- Total expenses
- $158,312,320
- Net increase / (decrease)
- $234,540,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $607,588 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $472,876 | $0 | 2023 |
| Mercer | CONSULTANT | $138,508 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer | ACCOUNTANT/AUDITOR | $30,800 | not reported in the loaded dataset | 2023 |
| Alston & Bird Llp | CONSULTANT | $10,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bertelsmann, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mercer — Schedule C compensation
- Caron & Bletzer — Schedule C compensation
- Alston & Bird Llp — Schedule C compensation