Vinson & Elkins L.L.P. Retirement Plan Master Trust Participant Directed — Form 5500 plan (Vinson & Elkins 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, Vinson & Elkins L.L.P. Retirement Plan Master Trust Participant Directed is a benefit plan reported by Vinson & Elkins Llp under EIN 74-1183015 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $327,671,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vinson & Elkins Llp
- EIN
- 74-1183015
- Plan number
- 005
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $327,671,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241008170247NAL0018041505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $327,671,090
- Total liabilities (EOY)
- $121,219
- Net assets (EOY)
- $327,549,871
- Net assets (BOY)
- $337,551,462
Income & contributions
- Total contributions
- $0
- Total income / additions
- $47,186,312
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $486,687
- Total expenses
- $486,687
- Net increase / (decrease)
- $46,699,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $250,783 | $0 | 2023 |
| Nwq Investment Management Co LLC | NONE | $51,111 | not reported in the loaded dataset | 2023 |
| Polen Capital Management,LLC | NONE | $18,850 | not reported in the loaded dataset | 2023 |
| Investec | NONE | $17,171 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vinson & Elkins Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Northern Trust Company — Schedule C compensation
- Nwq Investment Management Co LLC — Schedule C compensation
- Polen Capital Management,LLC — Schedule C compensation
- Investec — Schedule C compensation