Master Trust For Various Employee Benefits Of Shearman & Sterling Llp — Form 5500 plan (Allen Overy Shearman Sterling 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, Master Trust For Various Employee Benefits Of Shearman & Sterling Llp is a benefit plan reported by Allen Overy Shearman Sterling Us Llp under EIN 13-5514352 and plan number 112. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $364,833,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Overy Shearman Sterling Us Llp
- EIN
- 13-5514352
- Plan number
- 112
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $364,833,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014134949NAL0027465153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $364,833,809
- Total liabilities (EOY)
- $1,426,947
- Net assets (EOY)
- $363,406,862
- Net assets (BOY)
- $355,429,639
Income & contributions
- Total contributions
- $0
- Total income / additions
- $50,463,731
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,871,219
- Total expenses
- $1,871,219
- Net increase / (decrease)
- $48,592,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citibank | NONE | $941,448 | $0 | 2023 |
| Mercer Investment Consulting Inc. | NONE | $86,294 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Advisors | NONE | $72,181 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $10,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen Overy Shearman Sterling Us Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Citibank — Schedule C compensation
- Mercer Investment Consulting Inc. — Schedule C compensation
- Fiduciary Investment Advisors — Schedule C compensation
- Principal — Schedule C compensation