Employees Savings And Retirement Plan Of Credit Suisse — Form 5500 plan (Credit Suisse Securities Usa LLC)
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, Employees Savings And Retirement Plan Of Credit Suisse is a benefit plan reported by Credit Suisse Securities Usa LLC under EIN 05-0546650 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,358 participants and $5,225,632,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Suisse Securities Usa LLC
- EIN
- 05-0546650
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 17,358
- End-of-year plan assets
- $5,225,632,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,358 | H, C | 20241007114309NAL0015110977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,225,632,730
- Total liabilities (EOY)
- $9,336
- Net assets (EOY)
- $5,225,623,394
- Net assets (BOY)
- $4,915,831,759
Income & contributions
- Employer contributions
- $44,455,003
- Participant contributions
- $100,582,280
- Total contributions
- $151,107,655
- Total income / additions
- $1,155,389,120
Expenses & distributions
- Benefits paid
- $845,108,508
- Administrative expenses
- $488,977
- Total expenses
- $845,597,485
- Net increase / (decrease)
- $309,791,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | NONE | $190,933 | not reported in the loaded dataset | 2023 |
| Credit Suisse Securities Usa LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $64,702 | not reported in the loaded dataset | 2023 |
| Thompson Hine | NONE | $60,625 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $15,825 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Credit Suisse Securities Usa LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Alight Solutions — Schedule C compensation
- Credit Suisse Securities Usa LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Thompson Hine — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Fidelity Investments — Schedule C compensation