Kramer Levin Employees' Retirement Plan — Form 5500 plan (Herbert Smith Freehills Kramer (Us) Llp)
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, Kramer Levin Employees' Retirement Plan is a benefit plan reported by Herbert Smith Freehills Kramer (Us) Llp under EIN 13-1944339 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $38,104,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert Smith Freehills Kramer (Us) Llp
- EIN
- 13-1944339
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $38,104,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20250715145955NAL0002239201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,104,439
- Total liabilities (EOY)
- $10,691
- Net assets (EOY)
- $38,093,748
- Net assets (BOY)
- $34,174,235
Income & contributions
- Employer contributions
- $847,000
- Total contributions
- $847,000
- Total income / additions
- $6,831,120
Expenses & distributions
- Benefits paid
- $2,531,196
- Administrative expenses
- $380,411
- Total expenses
- $2,911,607
- Net increase / (decrease)
- $3,919,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $74,800 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $33,345 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | NONE | $22,436 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $12,632 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbert Smith Freehills Kramer (Us) Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mercer — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation