2023 Form 5500 filing — E. D. & F. Man Holdings, Inc. Savings & Investment 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 20241007133141NAL0008916563001) for E. D. & F. Man Holdings, Inc. Savings & Investment Plan, reported by E.D. & F. Man Holdings, Inc. under EIN 13-4101062 and plan number 002. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133141NAL0008916563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.D. & F. Man Holdings, Inc.
- EIN
- 13-4101062
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 1,011
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,554,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,554,769
- Employer contributions
- $2,590,314
- Participant contributions
- $2,364,683
- Total income / additions
- $22,208,373
- Benefits paid
- $25,160,717
- Administrative expenses
- $30,313
- Total expenses
- $25,202,756
- Net increase / (decrease)
- -$2,994,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Postlethwaite & Netterville | ACCOUNTANT | $10,900 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $9,750 | $0 |
| Polsinelli | CONSULTANT | $9,663 | not reported in the loaded dataset |