2023 Form 5500 filing — Equitable Retirement 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 20241008113946NAL0016546001001) for Equitable Retirement Plan, reported by Equitable Financial Life Insurance Company under EIN 13-5570651 and plan number 011. It reports 15,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113946NAL0016546001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equitable Financial Life Insurance Company
- EIN
- 13-5570651
- Plan number
- 011
- Location
- Syracuse, NY
- Participants
- 15,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,793,536,597
- Total liabilities (EOY)
- $1,122,364
- Net assets (EOY)
- $1,792,414,233
- Total income / additions
- $124,300,373
- Benefits paid
- $140,801,082
- Administrative expenses
- $6,488,365
- Total expenses
- $147,289,447
- Net increase / (decrease)
- -$22,989,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $4,354,759 | not reported in the loaded dataset |
| Alliance Bernstein L.P. | NONE | $3,773,080 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $1,231,412 | not reported in the loaded dataset |
| Highbridge | NONE | $694,897 | not reported in the loaded dataset |
| Asf Vii B L.P | NONE | $433,897 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $176,749 | not reported in the loaded dataset |
| Equitable | NONE | $164,839 | not reported in the loaded dataset |
| Pricewaterhousecoopers, Llp | NONE | $130,000 | not reported in the loaded dataset |
| Bluemountain Montenvers Fund Lp | NONE | $107,854 | not reported in the loaded dataset |
| Np Railcar Investments Ii LLC | NONE | $90,440 | not reported in the loaded dataset |
| Kilpatrick Townsend Llp | NONE | $49,029 | not reported in the loaded dataset |
| Alight Solutions | NONE | $32,565 | not reported in the loaded dataset |
| Gis Proof And Control | NONE | $10,000 | not reported in the loaded dataset |