Phelps Dunbar Llp — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Phelps Dunbar Llp (EIN 72-0358621) is a plan sponsor located in New Orleans, LA with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 72-0358621
- Location
- New Orleans, LA
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $258,893,190
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $258,893,190
Contributions & income
- Employer contributions
- $6,529,335
- Participant contributions
- $5,817,956
- Total income / additions
- $51,150,682
Expenses & distributions
- Benefits paid / distributions
- $20,740,139
- Total expenses
- $20,920,231
- Net increase / (decrease)
- $30,230,451
Coverage
- Total reported participants
- 3,185
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Phelps Dunbar, Llp Savings And Retirement Plan | 001 | 883 | $258,893,190 | 2023 |
| Group Long Term Disability Plan | 502 | 590 | not reported in the loaded dataset | 2023 |
| Group Health Plan | 503 | 509 | not reported in the loaded dataset | 2023 |
| Voluntary Dental/Vision Plan | 506 | 463 | not reported in the loaded dataset | 2023 |
| Group Life Plan | 501 | 459 | not reported in the loaded dataset | 2023 |
| Critical Illness Plan | 507 | 198 | not reported in the loaded dataset | 2023 |
| Phelps Dunbar Flexible Spending Plan | 520 | 83 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Group Life Plan | 459 | — | 20240920092240NAL0014985058001 |
| 2023 | Group Long Term Disability Plan | 590 | — | 20240920092320NAL0004296835001 |
| 2023 | Group Health Plan | 509 | — | 20240920092411NAL0004297475001 |
| 2023 | Voluntary Dental/Vision Plan | 463 | — | 20240920092503NAL0007581953001 |
| 2023 | Critical Illness Plan | 198 | — | 20240920092556NAL0007232241001 |
| 2023 | Phelps Dunbar Flexible Spending Plan | 83 | — | 20240920092641NAL0007233025001 |
| 2023 | Phelps Dunbar, Llp Savings And Retirement Plan | 883 | H, C | 20241015144656NAL0016662403001 |