2023 Form 5500 filing — Lloyd'S Register 401(K) 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 20241015085323NAL0014274691001) for Lloyd'S Register 401(K) Plan, reported by Lloyd'S Register Americas, Inc under EIN 76-0647352 and plan number 002. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085323NAL0014274691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyd'S Register Americas, Inc
- EIN
- 76-0647352
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,991,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,991,044
- Employer contributions
- $931,204
- Participant contributions
- $1,550,504
- Total income / additions
- $10,925,299
- Benefits paid
- $5,728,835
- Administrative expenses
- $49,941
- Total expenses
- $5,778,776
- Net increase / (decrease)
- $5,146,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $33,261 | $0 |
| Linscomb & Williams | CONSULTANT | $12,852 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $2,767 | not reported in the loaded dataset |
| Willis Towers Watson | CONSULTANT | $1,061 | not reported in the loaded dataset |