The Laitram Employees' Incentive Savings Plan — Form 5500 plan (Laitram LLC)

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, The Laitram Employees' Incentive Savings Plan is a benefit plan reported by Laitram LLC under EIN 76-0719479 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,163 participants and $516,014,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laitram LLC
EIN
76-0719479
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
3,163
End-of-year plan assets
$516,014,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,163H, C20241015104504NAL0014424563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$516,014,495
Total liabilities (EOY)
$87
Net assets (EOY)
$516,014,408
Net assets (BOY)
$407,317,091

Income & contributions

Employer contributions
$18,843,361
Participant contributions
$21,382,882
Total contributions
$42,788,692
Total income / additions
$133,352,693

Expenses & distributions

Benefits paid
$24,516,021
Administrative expenses
$139,355
Total expenses
$24,655,376
Net increase / (decrease)
$108,697,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$101,119not reported in the loaded dataset2023
Ubs Financial Service, Inc.ADVISOR$22,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,563not reported in the loaded dataset2023

Related Form 5500 pages