Lexmark Savings Plan — Form 5500 plan (Lexmark International)
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 Savings Plan is a benefit plan reported by Lexmark International under EIN 06-1308215 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,422 participants and $1,205,127,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lexmark International
- EIN
- 06-1308215
- Plan number
- 002
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 3,422
- End-of-year plan assets
- $1,205,127,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,422 | H, C | 20240923133745NAL0020523856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,205,127,047
- Total liabilities (EOY)
- $92,212
- Net assets (EOY)
- $1,205,034,835
- Net assets (BOY)
- $1,059,357,033
Income & contributions
- Employer contributions
- $10,272,571
- Participant contributions
- $25,533,829
- Total contributions
- $37,268,418
- Total income / additions
- $236,868,696
Expenses & distributions
- Benefits paid
- $90,612,470
- Administrative expenses
- $575,120
- Total expenses
- $91,190,894
- Net increase / (decrease)
- $145,677,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $136,481 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors Llp | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,636 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lexmark International
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Strategic Advisors, Inc. — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mcm Cpas & Advisors Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation