Lloyd'S Register 401(K) Plan — 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 401(K) Plan is a benefit plan reported by Lloyd'S Register Americas, Inc under EIN 76-0647352 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $40,991,044 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
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $40,991,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241015085323NAL0014274691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,991,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,991,044
- Net assets (BOY)
- $35,844,521
Income & contributions
- Employer contributions
- $931,204
- Participant contributions
- $1,550,504
- Total contributions
- $2,496,915
- Total income / additions
- $10,925,299
Expenses & distributions
- Benefits paid
- $5,728,835
- Administrative expenses
- $49,941
- Total expenses
- $5,778,776
- Net increase / (decrease)
- $5,146,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $33,261 | $0 | 2023 |
| Linscomb & Williams | CONSULTANT | $12,852 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $2,767 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $1,061 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lloyd'S Register Americas, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fid Inv Inst Ops Co — Schedule C compensation
- Linscomb & Williams — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation