2023 Form 5500 filing — Employees Pension Plan Of Credit Suisse
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 20241007114129NAL0008835955001) for Employees Pension Plan Of Credit Suisse, reported by Credit Suisse Securities Usa LLC under EIN 05-0546650 and plan number 004. It reports 2,801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007114129NAL0008835955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Suisse Securities Usa LLC
- EIN
- 05-0546650
- Plan number
- 004
- Location
- New York, NY
- Participants
- 2,801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $708,719,469
- Total liabilities (EOY)
- $225,799
- Net assets (EOY)
- $708,493,670
- Total income / additions
- $77,959,149
- Benefits paid
- $82,291,554
- Administrative expenses
- $2,883,112
- Total expenses
- $85,174,666
- Net increase / (decrease)
- -$7,215,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | NONE | $659,079 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $269,304 | $0 |
| Credit Suisse Securities Usa LLC | NONE | $135,000 | not reported in the loaded dataset |
| Wellington | NONE | $122,773 | not reported in the loaded dataset |
| Bank Of Ny Mellon | NONE | $101,006 | not reported in the loaded dataset |
| Pricewaterhouse Coopers Llp | NONE | $80,103 | not reported in the loaded dataset |
| T. Rowe Price | NONE | $68,520 | $0 |
| State Street Global Advisors Co. | NONE | $63,243 | $0 |
| Thompson Hine | NONE | $31,554 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $15,825 | not reported in the loaded dataset |