Schulte Roth & Zabel Llp Thrift 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 Thrift Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 030. The latest loaded filing year is 2023. The filing reports 304 participants and $129,314,251 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$129.3MPlan net assets, end of year$129,314,251
Participants304Covered participants reported
Assets / participant$425.4KComputed: assets ÷ participants$425,376 (computed)
Provider compensation$7.3K2 Schedule C provider row(s)$7,261
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 030
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241007145153NAL0007697011001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$129.3M total assets
Net assets$129.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $129,314,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,314,251
- Net assets (BOY)
- $106,962,129
Income & contributions
- Employer contributions
- $2,733,752
- Participant contributions
- $4,017,131
- Total contributions
- $9,260,759
- Total income / additions
- $26,765,355
Expenses & distributions
- Benefits paid
- $4,597,981
- Administrative expenses
- $8,429
- Total expenses
- $4,606,410
- Net increase / (decrease)
- $22,158,945
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $7,261 | $0 | 2023 |
| Morningstar Investment Management | NONE | $0 | $0 | 2023 |