2023 Form 5500 filing — Zayo Group Holdings, Inc. 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 20241004173352NAL0005890755001) for Zayo Group Holdings, Inc. 401(K) Plan, reported by Zayo Group Holdings, Inc. under EIN 26-1398293 and plan number 002. It reports 4,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004173352NAL0005890755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zayo Group Holdings, Inc.
- EIN
- 26-1398293
- Plan number
- 002
- Location
- Boulder, CO
- Participants
- 4,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $316,829,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $316,829,608
- Employer contributions
- $9,726,980
- Participant contributions
- $26,484,006
- Total income / additions
- $87,610,322
- Benefits paid
- $38,670,383
- Administrative expenses
- $453,132
- Total expenses
- $39,158,440
- Net increase / (decrease)
- $48,451,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,619 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $80,807 | not reported in the loaded dataset |
| Sageview | CONSULTANT | $55,750 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $32,930 | not reported in the loaded dataset |
| Crowe, Llp | ACCOUNTANT/AUDITOR | $18,900 | not reported in the loaded dataset |
| Access Retirement Services, LLC | ACCOUNTANT | $12,880 | not reported in the loaded dataset |