Mercedes-Benz Usa, LLC Employees' Retirement Savings 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 Employees' Retirement Savings Plan is a benefit plan reported by Mercedes-Benz Usa, LLC under EIN 22-2375138 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,244 participants and $845,086,059 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
- 002
- Plan type
- 2
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 5,244
- End-of-year plan assets
- $845,086,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,244 | H, C | 20240918104240NAL0001642403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $845,086,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $845,086,059
- Net assets (BOY)
- $698,435,144
Income & contributions
- Employer contributions
- $40,551,960
- Participant contributions
- $34,836,386
- Total contributions
- $77,945,011
- Total income / additions
- $202,130,809
Expenses & distributions
- Benefits paid
- $54,632,777
- Administrative expenses
- $827,654
- Total expenses
- $55,479,894
- Net increase / (decrease)
- $146,650,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments Trust Company | DIRECTED TRUSTEE | $0 | $504,931 | 2023 |
| Voya Institutional Plan Services | RECORDKEEPING | $341,047 | $0 | 2023 |
| Kilpatrick Townsend | ATTORNEY | $165,440 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTANT | $153,752 | not reported in the loaded dataset | 2023 |
| Voya M | INVEST ADVISOR | $72,714 | not reported in the loaded dataset | 2023 |
| Morningstar | INVEST ADVISOR | $58,051 | not reported in the loaded dataset | 2023 |
| Warren Averett | AUDITOR | $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
- Russell Investments Trust Company — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- Kilpatrick Townsend — Schedule C compensation
- Mercer — Schedule C compensation
- Voya M — Schedule C compensation
- Morningstar — Schedule C compensation
- Warren Averett — Schedule C compensation