2023 Form 5500 filing — Simon Property Group And Adopting Entities Matching 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 20240826145458NAL0020668002001) for Simon Property Group And Adopting Entities Matching Savings Plan, reported by Simon Property Group, L.P. under EIN 34-1755769 and plan number 002. It reports 4,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826145458NAL0020668002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simon Property Group, L.P.
- EIN
- 34-1755769
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 4,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $542,909,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $542,909,021
- Employer contributions
- $12,161,041
- Participant contributions
- $21,869,300
- Total income / additions
- $117,308,278
- Benefits paid
- $48,449,481
- Administrative expenses
- $642,714
- Total expenses
- $49,111,239
- Net increase / (decrease)
- $68,197,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $185,269 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | NONE | $145,762 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $82,854 | $0 |
| Ernst & Young Llp | NONE | $58,360 | not reported in the loaded dataset |