2023 Form 5500 filing — Ericsson Us Pension 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 20241011101413NAL0022548465001) for Ericsson Us Pension Plan, reported by Ericsson Inc. under EIN 06-1119960 and plan number 007. It reports 3,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101413NAL0022548465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ericsson Inc.
- EIN
- 06-1119960
- Plan number
- 007
- Location
- Plano, TX
- Participants
- 3,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $516,199,721
- Total liabilities (EOY)
- $29,820,808
- Net assets (EOY)
- $486,378,913
- Total income / additions
- $55,184,407
- Benefits paid
- $68,015,387
- Administrative expenses
- $2,567,358
- Total expenses
- $70,582,745
- Net increase / (decrease)
- -$15,398,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $2,024,134 | not reported in the loaded dataset |
| Pimco | NONE | $299,650 | $0 |
| Pgim, Inc. | NONE | $231,873 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $195,000 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | LEGAL ADVISOR | $101,165 | not reported in the loaded dataset |
| Barrow Hanley Global Investors | NONE | $85,780 | $0 |
| Jennison Associates LLC | NONE | $28,404 | $0 |
| Eagle Asset Management | NONE | $27,820 | $0 |
| Wollmuth Maher & Deutsch Llp | NONE | $5,000 | not reported in the loaded dataset |