2023 Form 5500 filing — Pension Plan For Employees Of Carl Zeiss, Inc.
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 20240826190302NAL0005634803001) for Pension Plan For Employees Of Carl Zeiss, Inc., reported by Carl Zeiss, Inc. under EIN 13-1495820 and plan number 001. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826190302NAL0005634803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carl Zeiss, Inc.
- EIN
- 13-1495820
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,886,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,886,102
- Total income / additions
- $7,924,669
- Benefits paid
- $6,139,165
- Administrative expenses
- $607,885
- Total expenses
- $6,747,050
- Net increase / (decrease)
- $1,177,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Bank, Na | NONE | $303,420 | not reported in the loaded dataset |
| Milliman | NONE | $222,961 | not reported in the loaded dataset |