2023 Form 5500 filing — Kramer Levin Employees' Retirement 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 20250715145955NAL0002239201001) for Kramer Levin Employees' Retirement Plan, reported by Herbert Smith Freehills Kramer (Us) Llp under EIN 13-1944339 and plan number 002. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$38.1MReported net assets$38,093,748
Participants313
Provider compensation$143.2K5 Schedule C row(s)$143,213
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715145955NAL0002239201001
- Plan sponsor
- Herbert Smith Freehills Kramer (Us) Llp
- EIN
- 13-1944339
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$38.1M total assets
Net assets$38.1MLiabilities$10.7K
Full reported line items
- Total assets (EOY)
- $38,104,439
- Total liabilities (EOY)
- $10,691
- Net assets (EOY)
- $38,093,748
- Employer contributions
- $847,000
- Total income / additions
- $6,831,120
- Benefits paid
- $2,531,196
- Administrative expenses
- $380,411
- Total expenses
- $2,911,607
- Net increase / (decrease)
- $3,919,513
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $74,800 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $33,345 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | NONE | $22,436 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $12,632 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |