2023 Form 5500 filing — Jennison Associates 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 20240904151721NAL0011221859001) for Jennison Associates Savings Plan, reported by Jennison Associates LLC under EIN 52-2069785 and plan number 006. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904151721NAL0011221859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jennison Associates LLC
- EIN
- 52-2069785
- Plan number
- 006
- Location
- New York, NY
- Participants
- 609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,244,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $437,244,677
- Employer contributions
- $8,063,194
- Participant contributions
- $5,193,255
- Total income / additions
- $98,642,243
- Benefits paid
- $20,073,948
- Administrative expenses
- $152,675
- Total expenses
- $20,226,623
- Net increase / (decrease)
- $78,415,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney Holding | NONE | $80,000 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | NONE | $42,000 | not reported in the loaded dataset |
| Mesirow Financial Inc. | NONE | $30,000 | not reported in the loaded dataset |