2023 Form 5500 filing — Retirement Plan For Partners Of Quinn Emanuel Urquhart & Sullivan, 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 20241015153739NAL0050228576001) for Retirement Plan For Partners Of Quinn Emanuel Urquhart & Sullivan, Llp, reported by Quinn Emanuel Urquhart & Sullivan, Llp under EIN 95-4004138 and plan number 003. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153739NAL0050228576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quinn Emanuel Urquhart & Sullivan, Llp
- EIN
- 95-4004138
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,912,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,912,011
- Employer contributions
- $13,201,850
- Total income / additions
- $26,722,217
- Benefits paid
- $5,434,352
- Administrative expenses
- $797,535
- Total expenses
- $6,231,887
- Net increase / (decrease)
- $20,490,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | INVESTMENT MANAGER | $511,074 | $0 |
| Milliman, Inc. | NONE | $184,155 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt | NONE | $35,638 | not reported in the loaded dataset |
| Fidelity Investments | INVESTMENT MANAGER | $22,820 | not reported in the loaded dataset |
| Roland G. Simpson, A Law Corp | NONE | $9,460 | not reported in the loaded dataset |