2023 Form 5500 filing — Master Trust For Various Employee Benefits Of Shearman & Sterling Llp
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 20241014134949NAL0027465153001) for Master Trust For Various Employee Benefits Of Shearman & Sterling Llp, reported by Allen Overy Shearman Sterling Us Llp under EIN 13-5514352 and plan number 112. 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
- 20241014134949NAL0027465153001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Allen Overy Shearman Sterling Us Llp
- EIN
- 13-5514352
- Plan number
- 112
- Location
- New York, NY
- 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)
- $364,833,809
- Total liabilities (EOY)
- $1,426,947
- Net assets (EOY)
- $363,406,862
- Total income / additions
- $50,463,731
- Benefits paid
- $0
- Administrative expenses
- $1,871,219
- Total expenses
- $1,871,219
- Net increase / (decrease)
- $48,592,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citibank | NONE | $941,448 | $0 |
| Mercer Investment Consulting Inc. | NONE | $86,294 | not reported in the loaded dataset |
| Fiduciary Investment Advisors | NONE | $72,181 | not reported in the loaded dataset |
| Principal | NONE | $10,265 | not reported in the loaded dataset |