2023 Form 5500 filing — Orrick, Herrington & Sutcliffe Llp 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 20241014075456NAL0043800544001) for Orrick, Herrington & Sutcliffe Llp Retirement Plan, reported by Orrick, Herrington & Sutcliffe Llp under EIN 94-2952627 and plan number 004. It reports 2,803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075456NAL0043800544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orrick, Herrington & Sutcliffe Llp
- EIN
- 94-2952627
- Plan number
- 004
- Location
- Wheeling, WV
- Participants
- 2,803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,063,431,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,063,431,645
- Employer contributions
- $27,404,793
- Participant contributions
- $32,144,247
- Total income / additions
- $212,053,528
- Benefits paid
- $51,953,129
- Administrative expenses
- $1,093,383
- Total expenses
- $53,220,377
- Net increase / (decrease)
- $158,833,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $681,923 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $523,544 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $397,008 | $0 |
| Reynders Mcveigh Capital Manag | NONE | $38,456 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc Dba | NONE | $34,331 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $31,750 | not reported in the loaded dataset |
| Old West Investment Management | NONE | $26,525 | not reported in the loaded dataset |
| Sanchez & Zures LLC | NONE | $25,912 | not reported in the loaded dataset |
| Conquis Financial LLC | NONE | $23,796 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $12,270 | not reported in the loaded dataset |
| Fort Henry Capital LLC | NONE | $10,488 | not reported in the loaded dataset |
| Alpha Cubed Investments LLC | NONE | $10,433 | not reported in the loaded dataset |
| Linscomb Wealth Inc | NONE | $6,949 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $6,812 | not reported in the loaded dataset |
| Linscomb & Williams Inc | NONE | $6,586 | not reported in the loaded dataset |
| Moneta Group Investment Adviso | NONE | $5,488 | not reported in the loaded dataset |
| Signature Estate & Investment | NONE | $5,065 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $750 | not reported in the loaded dataset |