Lazard Freres & Co. LLC Employees' Pension Plan — Form 5500 plan (Lazard Freres & Co. LLC)

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, Lazard Freres & Co. LLC Employees' Pension Plan is a benefit plan reported by Lazard Freres & Co. LLC under EIN 13-5545100 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $15,512,992 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.5MPlan net assets, end of year$15,512,992
Participants289Covered participants reported
Assets / participant$53.7KComputed: assets ÷ participants$53,678 (computed)
Provider compensationNone reported
Plan sponsor
Lazard Freres & Co. LLC
EIN
13-5545100
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H20240814145406NAL0025691010001
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Full reported line items

Net assets

Total assets (EOY)
$15,512,992
Total liabilities (EOY)
$0
Net assets (EOY)
$15,512,992
Net assets (BOY)
$15,985,583

Income & contributions

Total contributions
$0
Total income / additions
$1,395,726

Expenses & distributions

Benefits paid
$1,868,317
Administrative expenses
$0
Total expenses
$1,868,317
Net increase / (decrease)
-$472,591
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.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income134%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages