Ericsson Us Pension Plan — Form 5500 plan (Ericsson Inc.)
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, Ericsson Us Pension Plan is a benefit plan reported by Ericsson Inc. under EIN 06-1119960 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,372 participants and $516,199,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ericsson Inc.
- EIN
- 06-1119960
- Plan number
- 007
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 3,372
- End-of-year plan assets
- $516,199,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,372 | H, C | 20241011101413NAL0022548465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $516,199,721
- Total liabilities (EOY)
- $29,820,808
- Net assets (EOY)
- $486,378,913
- Net assets (BOY)
- $501,777,251
Income & contributions
- Total contributions
- $0
- Total income / additions
- $55,184,407
Expenses & distributions
- Benefits paid
- $68,015,387
- Administrative expenses
- $2,567,358
- Total expenses
- $70,582,745
- Net increase / (decrease)
- -$15,398,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $2,024,134 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $299,650 | $0 | 2023 |
| Pgim, Inc. | NONE | $231,873 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $195,000 | not reported in the loaded dataset | 2023 |
| Mcdermott Will & Emery Llp | LEGAL ADVISOR | $101,165 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Global Investors | NONE | $85,780 | $0 | 2023 |
| Jennison Associates LLC | NONE | $28,404 | $0 | 2023 |
| Eagle Asset Management | NONE | $27,820 | $0 | 2023 |
| Wollmuth Maher & Deutsch Llp | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ericsson Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- Pimco — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Mcdermott Will & Emery Llp — Schedule C compensation
- Barrow Hanley Global Investors — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Wollmuth Maher & Deutsch Llp — Schedule C compensation