Ernst & Young Partnership Defined Benefit Retirement Plan — Form 5500 plan (Ernst & Young U.S. Llp)

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, Ernst & Young Partnership Defined Benefit Retirement Plan is a benefit plan reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 113. The latest loaded filing year is 2023. The filing reports 3,839 participants and $2,962,752,855 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernst & Young U.S. Llp
EIN
34-6565596
Plan number
113
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
3,839
End-of-year plan assets
$2,962,752,855

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,839H, C20241101170932NAL0002071619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,962,752,855
Total liabilities (EOY)
$12,878,716
Net assets (EOY)
$2,949,874,139
Net assets (BOY)
$2,531,495,702

Income & contributions

Employer contributions
$233,200,000
Total contributions
$233,200,000
Total income / additions
$586,259,363

Expenses & distributions

Benefits paid
$142,772,264
Administrative expenses
$27,537
Total expenses
$142,799,801
Net increase / (decrease)
$443,459,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.CUSTODIAN$0$97,4642023
Mondrian Investment Group(Us) IncFUND MANAGER$27,537$02023

Related Form 5500 pages