2023 Form 5500 filing — Jefferies Employees' 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 20241014115017NAL0027194033001) for Jefferies Employees' Pension Plan, reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 006. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115017NAL0027194033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferies Financial Group Inc.
- EIN
- 13-2615557
- Plan number
- 006
- Location
- New York, NY
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,038,160
- Total liabilities (EOY)
- $65,315
- Net assets (EOY)
- $45,972,845
- Employer contributions
- $0
- Total income / additions
- $4,552,309
- Benefits paid
- $2,820,259
- Administrative expenses
- $686,552
- Total expenses
- $3,506,811
- Net increase / (decrease)
- $1,045,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co | NONE | $199,855 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $92,400 | not reported in the loaded dataset |
| Tanner LLC | NONE | $32,077 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $25,659 | not reported in the loaded dataset |