2023 Form 5500 filing — Kirkland & Ellis Llp 2011 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 20241011112253NAL0021751489001) for Kirkland & Ellis Llp 2011 Retirement Plan, reported by Kirkland & Ellis Llp under EIN 36-1326630 and plan number 006. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112253NAL0021751489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirkland & Ellis Llp
- EIN
- 36-1326630
- Plan number
- 006
- Location
- Chicago, IL
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $654,661,075
- Total liabilities (EOY)
- $381,648
- Net assets (EOY)
- $654,279,427
- Employer contributions
- $94,075,848
- Total income / additions
- $160,597,564
- Benefits paid
- $19,185,697
- Administrative expenses
- $1,793,476
- Total expenses
- $20,979,173
- Net increase / (decrease)
- $139,618,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citibank | NONE | $1,479,294 | $0 |
| Partnership Strategies, LLC | NONE | $250,000 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $64,181 | $0 |