Norton Rose Fulbright Us Llp Pension Plan — Form 5500 plan (Norton Rose Fulbright 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, Norton Rose Fulbright Us Llp Pension Plan is a benefit plan reported by Norton Rose Fulbright Us Llp under EIN 74-1201087 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,526 participants and $494,919,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norton Rose Fulbright Us Llp
- EIN
- 74-1201087
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,526
- End-of-year plan assets
- $494,919,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,526 | H, C | 20241015143359NAL0049937568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $494,919,326
- Total liabilities (EOY)
- $304,643
- Net assets (EOY)
- $494,614,683
- Net assets (BOY)
- $562,437,389
Income & contributions
- Employer contributions
- $6,277,464
- Total contributions
- $6,277,464
- Total income / additions
- $63,058,569
Expenses & distributions
- Benefits paid
- $126,144,035
- Administrative expenses
- $4,737,240
- Total expenses
- $130,881,275
- Net increase / (decrease)
- -$67,822,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefit Guaranty Corp | PLAN ADMINISTRATOR | $1,889,448 | $0 | 2023 |
| Ernst And Young Llp | ACCOUNT MAINTENANCE FEES | $1,610,277 | $0 | 2023 |
| Carlson Capital - Black Diamond Ptn | INVESTMENT MGNT | $293,896 | $0 | 2023 |
| Silvercrest Asset Mgnt Group | INVESTMENT MGNT | $253,228 | $0 | 2023 |
| Barrow Hanley | INVESTMENT MGNT | $168,734 | $0 | 2023 |
| Madison Investments Services | INVESTMENT MGNT | $168,732 | $0 | 2023 |
| Lazard Asset Management | INVESTMENT MGNT | $125,065 | $0 | 2023 |
| Principal Trust Company | TRUSTEE | $95,556 | $0 | 2023 |
| Mpc Capital Advisors | CONSULTANTS FEE | $65,000 | $0 | 2023 |
| State Street | INVESTMENT MGNT | $43,363 | $0 | 2023 |
| Crowe Llp | LEGAL | $16,800 | $0 | 2023 |
| Willis Towers Watson | INVESTMENT MGNT | $4,086 | $0 | 2023 |
| Retirement Clearing House LLC | RECORD KEEPING | $3,057 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norton Rose Fulbright Us Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Pension Benefit Guaranty Corp — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- Carlson Capital - Black Diamond Ptn — Schedule C compensation
- Silvercrest Asset Mgnt Group — Schedule C compensation
- Barrow Hanley — Schedule C compensation
- Madison Investments Services — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Mpc Capital Advisors — Schedule C compensation
- State Street — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Retirement Clearing House LLC — Schedule C compensation