Eversheds Sutherland (Us) Llp Retirement Plan B — 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 B is a benefit plan reported by Eversheds Sutherland (Us) Llp under EIN 58-0619407 and plan number 005. The latest loaded filing year is 2023. The filing reports 376 participants and $62,978,296 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$63MPlan net assets, end of year$62,978,296
Participants376Covered participants reported
Assets / participant$167.5KComputed: assets ÷ participants$167,495 (computed)
Provider compensation$26K3 Schedule C provider row(s)$26,029
Plan sponsor
Eversheds Sutherland (Us) Llp
EIN
58-0619407
Plan number
005
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023376H, C20241014191708NAL0045738480001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$63M total assets
Net assets$63MLiabilities$0
Money in vs. money out
Total income / additions$14.5M
Total expenses$3.7M
Benefits paid / distributions$3.6M
Contributions
Employer$5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$62,978,296
Total liabilities (EOY)
$0
Net assets (EOY)
$62,978,296
Net assets (BOY)
$52,104,520

Income & contributions

Employer contributions
$5,006,729
Total contributions
$5,006,729
Total income / additions
$14,524,454

Expenses & distributions

Benefits paid
$3,618,971
Administrative expenses
$31,707
Total expenses
$3,650,678
Net increase / (decrease)
$10,873,776
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$17,948not reported in the loaded dataset2023
Fiducient AdvisorsNONE$8,081not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages