Employees Pension 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 Pension Plan Of Credit Suisse is a benefit plan reported by Credit Suisse Securities Usa LLC under EIN 05-0546650 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,801 participants and $708,719,469 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
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,801
- End-of-year plan assets
- $708,719,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,801 | H, C | 20241007114129NAL0008835955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $708,719,469
- Total liabilities (EOY)
- $225,799
- Net assets (EOY)
- $708,493,670
- Net assets (BOY)
- $715,709,187
Income & contributions
- Total contributions
- $0
- Total income / additions
- $77,959,149
Expenses & distributions
- Benefits paid
- $82,291,554
- Administrative expenses
- $2,883,112
- Total expenses
- $85,174,666
- Net increase / (decrease)
- -$7,215,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | NONE | $659,079 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $269,304 | $0 | 2023 |
| Credit Suisse Securities Usa LLC | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $122,773 | not reported in the loaded dataset | 2023 |
| Bank Of Ny Mellon | NONE | $101,006 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers Llp | NONE | $80,103 | not reported in the loaded dataset | 2023 |
| T. Rowe Price | NONE | $68,520 | $0 | 2023 |
| State Street Global Advisors Co. | NONE | $63,243 | $0 | 2023 |
| Thompson Hine | NONE | $31,554 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $15,825 | not reported in the loaded dataset | 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
- Aon Consulting Inc — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Credit Suisse Securities Usa LLC — Schedule C compensation
- Wellington — Schedule C compensation
- Bank Of Ny Mellon — Schedule C compensation
- Pricewaterhouse Coopers Llp — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- State Street Global Advisors Co. — Schedule C compensation
- Thompson Hine — Schedule C compensation
- Buck Global, LLC — Schedule C compensation