Simon Property Group And Adopting Entities Matching Savings Plan — Form 5500 plan (Simon Property Group, L.P.)
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, Simon Property Group And Adopting Entities Matching Savings Plan is a benefit plan reported by Simon Property Group, L.P. under EIN 34-1755769 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,644 participants and $542,909,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simon Property Group, L.P.
- EIN
- 34-1755769
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 4,644
- End-of-year plan assets
- $542,909,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,644 | H, C | 20240826145458NAL0020668002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $542,909,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $542,909,021
- Net assets (BOY)
- $476,023,244
Income & contributions
- Employer contributions
- $12,161,041
- Participant contributions
- $21,869,300
- Total contributions
- $35,755,411
- Total income / additions
- $117,308,278
Expenses & distributions
- Benefits paid
- $48,449,481
- Administrative expenses
- $642,714
- Total expenses
- $49,111,239
- Net increase / (decrease)
- $68,197,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $185,269 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | NONE | $145,762 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $82,854 | $0 | 2023 |
| Ernst & Young Llp | NONE | $58,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simon Property Group, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Mercer Investments LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation