The Estee Lauder Companies Retirement Growth Account Plan — Form 5500 plan (Estee Lauder, 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, The Estee Lauder Companies Retirement Growth Account Plan is a benefit plan reported by Estee Lauder, Inc. under EIN 13-1871348 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,492 participants and $854,951,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estee Lauder, Inc.
- EIN
- 13-1871348
- Plan number
- 001
- Plan type
- 3
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 17,492
- End-of-year plan assets
- $854,951,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,492 | H, C | 20240917114014NAL0002832977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $854,951,414
- Total liabilities (EOY)
- $10,918,106
- Net assets (EOY)
- $844,033,308
- Net assets (BOY)
- $791,478,676
Income & contributions
- Employer contributions
- $39,200,000
- Total contributions
- $39,200,000
- Total income / additions
- $106,030,782
Expenses & distributions
- Benefits paid
- $50,698,052
- Administrative expenses
- $2,778,098
- Total expenses
- $53,476,150
- Net increase / (decrease)
- $52,554,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $825,621 | $0 | 2023 |
| Morgan Stanley | NONE | $613,750 | not reported in the loaded dataset | 2023 |
| Lindsell Train Ltd | NONE | $296,092 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Service | NONE | $279,672 | not reported in the loaded dataset | 2023 |
| Silchester International | NONE | $254,495 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $114,201 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $113,506 | $0 | 2023 |
| Fiduciary Trust | NONE | $76,692 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $66,393 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $65,520 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $37,910 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Company Lp | NONE | $34,979 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $10,548 | $0 | 2023 |
| Curcio Webb | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Apollo Advisors | NONE | $5,345 | $0 | 2023 |
| Pillsbury Winthrop Llp | NONE | $3,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Estee Lauder, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Alight Solutions LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Lindsell Train Ltd — Schedule C compensation
- Towers Watson Investment Service — Schedule C compensation
- Silchester International — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Fiduciary Trust — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Loomis Sayles And Company Lp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Apollo Advisors — Schedule C compensation
- Pillsbury Winthrop Llp — Schedule C compensation