Ropes & Gray Llp Supplemental Retirement Shares Plan — Form 5500 plan (Ropes & Gray Llp)
Plain-English plan 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, Ropes & Gray Llp Supplemental Retirement Shares Plan is a benefit plan reported by Ropes & Gray Llp under EIN 04-2233412 and plan number 067. The latest loaded filing year is 2023. The filing reports 401 participants and $231,834,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ropes & Gray Llp
- EIN
- 04-2233412
- Plan number
- 067
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $231,834,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241014161804NAL0054390130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,834,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,834,218
- Net assets (BOY)
- $199,416,634
Income & contributions
- Employer contributions
- $24,587,518
- Total contributions
- $24,587,518
- Total income / additions
- $54,103,976
Expenses & distributions
- Benefits paid
- $21,485,356
- Administrative expenses
- $201,036
- Total expenses
- $21,686,392
- Net increase / (decrease)
- $32,417,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Envestnet | INVESTMENT MANAGER | $74,060 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Investment Adv LLC | INVESTMENT MANAGER | $67,003 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Trust Company, Na | CUSTODIAN | $59,973 | not reported in the loaded dataset | 2023 |