2023 Form 5500 filing — Beiersdorf, Inc. Cash Balance 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 20250801114020NAL0006203409001) for Beiersdorf, Inc. Cash Balance Retirement Plan, reported by Beiersdorf, Inc. under EIN 13-2762485 and plan number 001. It reports 1,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250801114020NAL0006203409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beiersdorf, Inc.
- EIN
- 13-2762485
- Plan number
- 001
- Location
- Stamford, CT
- Participants
- 1,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,698,515
- Total liabilities (EOY)
- $66,519
- Net assets (EOY)
- $47,631,996
- Employer contributions
- $4,725,000
- Total income / additions
- $11,345,298
- Benefits paid
- $3,635,561
- Administrative expenses
- $527,469
- Total expenses
- $4,163,030
- Net increase / (decrease)
- $7,182,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | NONE | $247,075 | not reported in the loaded dataset |
| Aon Consulting | NONE | $66,255 | not reported in the loaded dataset |
| Crowe Llp | NONE | $38,459 | not reported in the loaded dataset |
| Fiduciary Investment Advisors, LLC | NONE | $33,814 | not reported in the loaded dataset |
| Bank Of America | NONE | $20,797 | not reported in the loaded dataset |