Beiersdorf, Inc. Cash Balance Retirement Plan — Form 5500 plan (Beiersdorf, 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, Beiersdorf, Inc. Cash Balance Retirement Plan is a benefit plan reported by Beiersdorf, Inc. under EIN 13-2762485 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,127 participants and $47,698,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beiersdorf, Inc.
- EIN
- 13-2762485
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 1,127
- End-of-year plan assets
- $47,698,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,127 | H, C | 20250801114020NAL0006203409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,698,515
- Total liabilities (EOY)
- $66,519
- Net assets (EOY)
- $47,631,996
- Net assets (BOY)
- $40,449,728
Income & contributions
- Employer contributions
- $4,725,000
- Total contributions
- $4,725,000
- Total income / additions
- $11,345,298
Expenses & distributions
- Benefits paid
- $3,635,561
- Administrative expenses
- $527,469
- Total expenses
- $4,163,030
- Net increase / (decrease)
- $7,182,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | NONE | $247,075 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $66,255 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $38,459 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Advisors, LLC | NONE | $33,814 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $20,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beiersdorf, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Merrill Lynch — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Fiduciary Investment Advisors, LLC — Schedule C compensation
- Bank Of America — Schedule C compensation