Home Bertelsmann, Inc. Bertelsmann Pension Account Plan Bertelsmann Pension Account Plan — Form 5500 plan (Bertelsmann, 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, Bertelsmann Pension Account Plan is a benefit plan reported by Bertelsmann, Inc. under EIN 95-2949493 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,111 participants and $124,276,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Bertelsmann, Inc.
EIN 95-2949493
Plan number 003
Plan type 3
Location New York, NY
Latest filing year 2023
Participants 3,111
End-of-year plan assets $124,276,342 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 3,111 H, C 20241008082426NAL0008181395001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $124,276,342
Total liabilities (EOY) $0
Net assets (EOY) $124,276,342
Net assets (BOY) $124,711,982 Income & contributions
Total contributions $0
Total income / additions $8,778,785 Expenses & distributions
Benefits paid $7,979,201
Administrative expenses $1,235,224
Total expenses $9,214,425
Net increase / (decrease) -$435,640 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Fid Inv Inst Ops Co OTHER $347,628 not reported in the loaded dataset 2023 Alston & Bird Llp LEGAL $223,025 not reported in the loaded dataset 2023 Segal Advisors, Inc NONE $202,879 not reported in the loaded dataset 2023 Mercer Investment Management FIDUCIARY $92,655 not reported in the loaded dataset 2023 Mercer NONE $67,436 not reported in the loaded dataset 2023 Caron & Bletzer NONE $1,946 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources