2023 Form 5500 filing — The Estee Lauder Companies Retirement Growth Account 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 20240917114014NAL0002832977001) for The Estee Lauder Companies Retirement Growth Account Plan, reported by Estee Lauder, Inc. under EIN 13-1871348 and plan number 001. It reports 17,492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917114014NAL0002832977001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Estee Lauder, Inc.
- EIN
- 13-1871348
- Plan number
- 001
- Location
- Long Island City, NY
- Participants
- 17,492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $854,951,414
- Total liabilities (EOY)
- $10,918,106
- Net assets (EOY)
- $844,033,308
- Employer contributions
- $39,200,000
- Total income / additions
- $106,030,782
- Benefits paid
- $50,698,052
- Administrative expenses
- $2,778,098
- Total expenses
- $53,476,150
- Net increase / (decrease)
- $52,554,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $825,621 | $0 |
| Morgan Stanley | NONE | $613,750 | not reported in the loaded dataset |
| Lindsell Train Ltd | NONE | $296,092 | not reported in the loaded dataset |
| Towers Watson Investment Service | NONE | $279,672 | not reported in the loaded dataset |
| Silchester International | NONE | $254,495 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $114,201 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $113,506 | $0 |
| Fiduciary Trust | NONE | $76,692 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $66,393 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $65,520 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $37,910 | not reported in the loaded dataset |
| Loomis Sayles And Company Lp | NONE | $34,979 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $10,548 | $0 |
| Curcio Webb | NONE | $7,500 | not reported in the loaded dataset |
| Apollo Advisors | NONE | $5,345 | $0 |
| Pillsbury Winthrop Llp | NONE | $3,294 | not reported in the loaded dataset |