Ernst & Young Inactive 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 Inactive Defined Benefit Retirement Plan is a benefit plan reported by Ernst & Young U.S. Llp under EIN 34-6565596 and plan number 114. The latest loaded filing year is 2023. The filing reports 37,189 participants and $2,178,467,548 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
- 114
- Plan type
- 2
- Location
- Secaucus, NJ
- Latest filing year
- 2023
- Participants
- 37,189
- End-of-year plan assets
- $2,178,467,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,189 | H, C | 20241101170559NAL0002066227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,178,467,548
- Total liabilities (EOY)
- $18,807,479
- Net assets (EOY)
- $2,159,660,069
- Net assets (BOY)
- $3,421,908,232
Income & contributions
- Total contributions
- $0
- Total income / additions
- $256,510,944
Expenses & distributions
- Benefits paid
- $1,654,388,364
- Administrative expenses
- $3,034,401
- Total expenses
- $1,657,422,765
- Net increase / (decrease)
- -$1,400,911,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal & Gen'L Investmt Mgmt America | FUND MANAGER | $921,325 | not reported in the loaded dataset | 2023 |
| Fiam LLC | FUND MANAGER | $459,515 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | FUND MANAGER | $406,507 | not reported in the loaded dataset | 2023 |
| Wellington Management Company | FUND MANAGER | $319,759 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | FUND MANAGER | $283,978 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group Us, Inc. | FUND MANAGER | $166,909 | not reported in the loaded dataset | 2023 |
| Ir&M Long Gov'T Credit Fund LLC | FUND MANAGER | $146,560 | not reported in the loaded dataset | 2023 |
| Global Trust Company | FUND MANAGER | $129,641 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank N.A. | CUSTODIAN | $99,500 | $7,228 | 2023 |
| Blackrock Institutional Trust Co | FUND MANAGER | $100,708 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ernst & Young U.S. Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Secaucus, NJ
- Legal & Gen'L Investmt Mgmt America — Schedule C compensation
- Fiam LLC — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Mondrian Investment Group Us, Inc. — Schedule C compensation
- Ir&M Long Gov'T Credit Fund LLC — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Jpmorgan Chase Bank N.A. — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation