Plan5500

Lexmark Retirement Growth Account Plan — Form 5500 plan (Lexmark International, 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, Lexmark Retirement Growth Account Plan is a benefit plan reported by Lexmark International, Inc. under EIN 06-1308215 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,035 participants and $354,263,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lexmark International, Inc.
EIN
06-1308215
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
3,035
End-of-year plan assets
$354,263,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,035H, C20241010152814NAL0021345473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$354,263,733
Net assets (EOY)
$354,263,733
Net assets (BOY)
$351,999,977

Income & contributions

Employer contributions
$8,431,743
Total contributions
$8,431,743
Total income / additions
$42,968,589

Expenses & distributions

Benefits paid
$38,027,695
Administrative expenses
$2,677,138
Total expenses
$40,704,833
Net increase / (decrease)
$2,263,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us) IncNONE$203,875not reported in the loaded dataset2023
Fidelity Inv Inst Ops CoNONE$170,848not reported in the loaded dataset2023
Mcm Cpas & Advisors LlpNONE$32,235not reported in the loaded dataset2023

Related Form 5500 pages