2023 Form 5500 filing — Capri Holdings Limited (Usa) 401(K) 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 20240911133635NAL0004300051001) for Capri Holdings Limited (Usa) 401(K) Plan, reported by Capri Holdings Limited (Usa) under EIN 06-1665964 and plan number 001. It reports 6,991 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911133635NAL0004300051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capri Holdings Limited (Usa)
- EIN
- 06-1665964
- Plan number
- 001
- Location
- New York, NY
- Participants
- 6,991
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,102,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,102,908
- Employer contributions
- $5,986,132
- Participant contributions
- $20,025,403
- Total income / additions
- $49,680,254
- Benefits paid
- $16,205,081
- Administrative expenses
- $682,396
- Total expenses
- $16,887,477
- Net increase / (decrease)
- $32,792,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $682,396 | $0 |
| Morgan Stanley, Advisory Fee Billin | INVESTMENT MANAGEMENT | $0 | $82,637 |
| Pkf O'Connor Davies, Llp | CONSULTANT | $0 | $25,000 |
| Bdo | CONSULTANT | $0 | $7,500 |