Plan5500

Lloyd'S Register Americas, Inc. Retirement Plan For United States Employees — Form 5500 plan (Lloyd'S Register Americas, Inc.)

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, Lloyd'S Register Americas, Inc. Retirement Plan For United States Employees is a benefit plan reported by Lloyd'S Register Americas, Inc. under EIN 76-0647352 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $37,405,332 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lloyd'S Register Americas, Inc.
EIN
76-0647352
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
218
End-of-year plan assets
$37,405,332

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241015085828NAL0016018179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,405,332
Total liabilities (EOY)
$0
Net assets (EOY)
$37,405,332
Net assets (BOY)
$36,814,843

Income & contributions

Total contributions
$0
Total income / additions
$3,802,842

Expenses & distributions

Benefits paid
$2,848,737
Administrative expenses
$363,616
Total expenses
$3,212,353
Net increase / (decrease)
$590,489

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Mgmt Trust CoTRUSTEE$100,598not reported in the loaded dataset2023
Fid Inst Asset Management CoINV. ADVISORY$61,903not reported in the loaded dataset2023
Linscomb & WilliamsINV. ADVISORY$38,051not reported in the loaded dataset2023

Related Form 5500 pages