Schulte Roth & Zabel Llp Supplemental Retirement Plan — Form 5500 plan (Schulte Roth & Zabel 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, Schulte Roth & Zabel Llp Supplemental Retirement Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 028. The latest loaded filing year is 2023. The filing reports 165 participants and $125,744,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 028
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $125,744,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241007143851NAL0016250305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,744,165
- Total liabilities (EOY)
- $9,901
- Net assets (EOY)
- $125,734,264
- Net assets (BOY)
- $114,779,120
Income & contributions
- Employer contributions
- $8,897,093
- Total contributions
- $8,897,093
- Total income / additions
- $24,858,583
Expenses & distributions
- Benefits paid
- $13,903,439
- Administrative expenses
- $0
- Total expenses
- $13,903,439
- Net increase / (decrease)
- $10,955,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Symetra | NONE | $0 | $0 | 2023 |
| John Hancock Variable Insurance Tst | NONE | $0 | $0 | 2023 |
| Delaware Life Insurance Co. | NONE | $0 | $0 | 2023 |
| New York Life Ins Co. & Annuity | NONE | $0 | $0 | 2023 |
| Pacific Life Insurance Co. | NONE | $0 | $0 | 2023 |
| Protective Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schulte Roth & Zabel Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Symetra — Schedule C compensation
- John Hancock Variable Insurance Tst — Schedule C compensation
- Delaware Life Insurance Co. — Schedule C compensation
- New York Life Ins Co. & Annuity — Schedule C compensation
- Pacific Life Insurance Co. — Schedule C compensation
- Protective Life Insurance Company — Schedule C compensation