2023 Form 5500 filing — Ogilvy & Mather Account Balance Defined Benefit Continuation 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 20250110072300NAL0007607363001) for Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan, reported by The Ogilvy Group, LLC under EIN 13-2555496 and plan number 005. It reports 2,357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110072300NAL0007607363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ogilvy Group, LLC
- EIN
- 13-2555496
- Plan number
- 005
- Location
- New York, NY
- Participants
- 2,357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,405,917
- Total liabilities (EOY)
- $102,664
- Net assets (EOY)
- $177,303,253
- Total income / additions
- $15,475,375
- Benefits paid
- $7,026,921
- Administrative expenses
- $1,086,883
- Total expenses
- $8,113,804
- Net increase / (decrease)
- $7,361,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us) LLC | NONE | $438,072 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co,Na | NONE | $395,811 | $0 |
| Principal Trust Company | NONE | $26,728 | not reported in the loaded dataset |