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' Savings Plan is a benefit plan reported by Lazard Freres & Co. LLC under EIN 13-5545100 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,975 participants and $724,412,365 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $724,412,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $724,412,365
- Net assets (BOY)
- $593,682,092
Income & contributions
- Employer contributions
- $13,667,913
- Participant contributions
- $36,296,095
- Total contributions
- $57,138,200
- Total income / additions
- $184,072,785
Expenses & distributions
- Benefits paid
- $53,024,033
- Administrative expenses
- $314,285
- Total expenses
- $53,342,512
- Net increase / (decrease)
- $130,730,273