2023 Form 5500 filing — Lazard Freres & Co. LLC Employees' Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814145515NAL0025773586001) for Lazard Freres & Co. LLC Employees' Savings Plan, reported by Lazard Freres & Co. LLC under EIN 13-5545100 and plan number 003. It reports 2,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814145515NAL0025773586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lazard Freres & Co. LLC
- EIN
- 13-5545100
- Plan number
- 003
- Location
- New York, NY
- Participants
- 2,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $724,412,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $724,412,365
- Employer contributions
- $13,667,913
- Participant contributions
- $36,296,095
- Total income / additions
- $184,072,785
- Benefits paid
- $53,024,033
- Administrative expenses
- $314,285
- Total expenses
- $53,342,512
- Net increase / (decrease)
- $130,730,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte & Touche Llp | NONE | $102,873 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co | NONE | $82,649 | $0 |
| Strategic Advisors, Inc. | NONE | $41,227 | not reported in the loaded dataset |