Mercedes-Benz Usa, LLC Pension Plan — Form 5500 plan (Mercedes-Benz Usa, 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, Mercedes-Benz Usa, LLC Pension Plan is a benefit plan reported by Mercedes-Benz Usa, LLC under EIN 22-2375138 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,800 participants and $394,193,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercedes-Benz Usa, LLC
- EIN
- 22-2375138
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 2,800
- End-of-year plan assets
- $394,193,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,800 | H, C | 20241004072809NAL0022036930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $394,193,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $394,193,338
- Net assets (BOY)
- $379,757,322
Income & contributions
- Employer contributions
- $11,000,000
- Total contributions
- $11,000,000
- Total income / additions
- $49,140,053
Expenses & distributions
- Benefits paid
- $31,848,416
- Administrative expenses
- $2,855,621
- Total expenses
- $34,704,037
- Net increase / (decrease)
- $14,436,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $323,400 | $0 | 2023 |
| Russell Investments Trust Company | NONE | $284,153 | $0 | 2023 |
| Kilpatrick Townsend & Stockton Llp | NONE | $172,116 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $135,640 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | NONE | $76,765 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | TRUSTEE | $21,862 | not reported in the loaded dataset | 2023 |
| Warren, Averett, Cpa'S & Advisors | NONE | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercedes-Benz Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Sandy Springs, GA
- Mercer Investments LLC — Schedule C compensation
- Russell Investments Trust Company — Schedule C compensation
- Kilpatrick Townsend & Stockton Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Warren, Averett, Cpa'S & Advisors — Schedule C compensation