E. D. & F. Man Holdings, Inc. Savings & Investment Plan — Form 5500 plan (E.D. & F. Man Holdings, 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, E. D. & F. Man Holdings, Inc. Savings & Investment Plan is a benefit plan reported by E.D. & F. Man Holdings, Inc. under EIN 13-4101062 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,011 participants and $109,554,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.D. & F. Man Holdings, Inc.
EIN
13-4101062
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
1,011
End-of-year plan assets
$109,554,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,011H, C20241007133141NAL0008916563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,554,769
Total liabilities (EOY)
$0
Net assets (EOY)
$109,554,769
Net assets (BOY)
$112,549,152

Income & contributions

Employer contributions
$2,590,314
Participant contributions
$2,364,683
Total contributions
$5,311,911
Total income / additions
$22,208,373

Expenses & distributions

Benefits paid
$25,160,717
Administrative expenses
$30,313
Total expenses
$25,202,756
Net increase / (decrease)
-$2,994,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Postlethwaite & NettervilleACCOUNTANT$10,900not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$9,750$02023
PolsinelliCONSULTANT$9,663not reported in the loaded dataset2023

Related Form 5500 pages