2023 Form 5500 filing — Lexmark 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 20240923133745NAL0020523856001) for Lexmark Savings Plan, reported by Lexmark International under EIN 06-1308215 and plan number 002. It reports 3,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133745NAL0020523856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lexmark International
- EIN
- 06-1308215
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 3,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,205,127,047
- Total liabilities (EOY)
- $92,212
- Net assets (EOY)
- $1,205,034,835
- Employer contributions
- $10,272,571
- Participant contributions
- $25,533,829
- Total income / additions
- $236,868,696
- Benefits paid
- $90,612,470
- Administrative expenses
- $575,120
- Total expenses
- $91,190,894
- Net increase / (decrease)
- $145,677,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $136,481 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |
| Mcm Cpas & Advisors Llp | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,636 | $0 |