Eversheds Sutherland (Us) Llp Retirement Plan A — Form 5500 plan (Eversheds Sutherland (Us) 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, Eversheds Sutherland (Us) Llp Retirement Plan A is a benefit plan reported by Eversheds Sutherland (Us) Llp under EIN 58-0619407 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,217 participants and $401,225,515 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eversheds Sutherland (Us) Llp
- EIN
- 58-0619407
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,217
- End-of-year plan assets
- $401,225,515
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,217 | H, C | 20241014191413NAL0053653810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $401,225,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $401,225,515
- Net assets (BOY)
- $342,820,343
Income & contributions
- Employer contributions
- $4,924,594
- Participant contributions
- $11,337,198
- Total contributions
- $18,464,286
- Total income / additions
- $82,167,635
Expenses & distributions
- Benefits paid
- $25,803,409
- Administrative expenses
- $219,512
- Total expenses
- $26,022,921
- Net increase / (decrease)
- $56,144,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $126,421 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $56,919 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $13,061 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $11,606 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $11,427 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eversheds Sutherland (Us) Llp
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Oneamerica Retirement Services LLC — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Matrix Trust Company — Schedule C compensation