2023 Form 5500 filing — Lexmark Retirement Growth Account Plan Master Trust
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 20241010163955NAL0011742963001) for Lexmark Retirement Growth Account Plan Master Trust, reported by Lexmark International, Inc. under EIN 06-1308215 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163955NAL0011742963001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Lexmark International, Inc.
- EIN
- 06-1308215
- Plan number
- 004
- Location
- Lexington, KY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $358,110,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $358,110,110
- Total income / additions
- $36,436,993
- Benefits paid
- $0
- Administrative expenses
- $752,960
- Total expenses
- $752,960
- Net increase / (decrease)
- $35,684,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $581,133 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | NONE | $171,827 | $0 |