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LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameLAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN
Plan identification number 003

LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAZARD ASSET MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:LAZARD ASSET MANAGEMENT LLC
Employer identification number (EIN):135545100
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about LAZARD ASSET MANAGEMENT LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1992-04-13
Company Identification Number: 1628467
Legal Registered Office Address: 30 ROCKEFELLER PLAZA
New York
NEW YORK
United States of America (USA)
10112

More information about LAZARD ASSET MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01LORENA RISO2023-10-08 DAVID D'AMORE2023-10-09
0032021-01-01LORENA RISO2022-10-11 JOHN CEGLIA2022-10-11
0032020-01-01LORENA RISO2021-10-13 JOHN CEGLIA2021-10-13
0032019-01-01LORENA RISO2020-09-30 JOHN CEGLIA2020-10-08
0032018-01-01LORENA RISO2019-09-17 JOHN CEGLIA2019-09-17
0032017-01-01
0032016-01-01
0032015-01-01LORENA RISO
0032014-01-01LORENA RISO
0032013-01-01LORENA RISO
0032012-01-01LORENA RISO
0032011-01-01LORENA RISO
0032010-01-01PAUL ARISTY
0032009-01-01PAUL ARISTY JOHN CEGLIA2010-10-14

Plan Statistics for LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,539
Total number of active participants reported on line 7a of the Form 55002022-01-011,820
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-011,143
Total of all active and inactive participants2022-01-012,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,975
Number of participants with account balances2022-01-012,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0169
2021: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,384
Total number of active participants reported on line 7a of the Form 55002021-01-011,548
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01979
Total of all active and inactive participants2021-01-012,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-012,539
Number of participants with account balances2021-01-012,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0194
2020: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,283
Total number of active participants reported on line 7a of the Form 55002020-01-011,500
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01879
Total of all active and inactive participants2020-01-012,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,384
Number of participants with account balances2020-01-012,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0147
2019: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,196
Total number of active participants reported on line 7a of the Form 55002019-01-011,393
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01881
Total of all active and inactive participants2019-01-012,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,283
Number of participants with account balances2019-01-012,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01101
2018: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,025
Total number of active participants reported on line 7a of the Form 55002018-01-011,421
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01765
Total of all active and inactive participants2018-01-012,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,196
Number of participants with account balances2018-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0173
2017: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,931
Total number of active participants reported on line 7a of the Form 55002017-01-011,342
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01680
Total of all active and inactive participants2017-01-012,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,025
Number of participants with account balances2017-01-011,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,829
Total number of active participants reported on line 7a of the Form 55002016-01-011,291
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01637
Total of all active and inactive participants2016-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,931
Number of participants with account balances2016-01-011,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,714
Total number of active participants reported on line 7a of the Form 55002015-01-011,231
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01594
Total of all active and inactive participants2015-01-011,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,829
Number of participants with account balances2015-01-011,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0149
2014: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,622
Total number of active participants reported on line 7a of the Form 55002014-01-011,173
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01538
Total of all active and inactive participants2014-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,714
Number of participants with account balances2014-01-011,569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,642
Total number of active participants reported on line 7a of the Form 55002013-01-011,111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01509
Total of all active and inactive participants2013-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,622
Number of participants with account balances2013-01-011,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,734
Total number of active participants reported on line 7a of the Form 55002012-01-011,121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01521
Total of all active and inactive participants2012-01-011,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,642
Number of participants with account balances2012-01-011,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,672
Total number of active participants reported on line 7a of the Form 55002011-01-011,134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01600
Total of all active and inactive participants2011-01-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,734
Number of participants with account balances2011-01-011,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,620
Total number of active participants reported on line 7a of the Form 55002010-01-011,058
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01614
Total of all active and inactive participants2010-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,672
Number of participants with account balances2010-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0134
2009: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,639
Total number of active participants reported on line 7a of the Form 55002009-01-011,047
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01573
Total of all active and inactive participants2009-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,620
Number of participants with account balances2009-01-011,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$31,739,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-72,626,313
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,687,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,423,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$50,858,144
Value of total assets at end of year2022-12-31$593,682,092
Value of total assets at beginning of year2022-12-31$659,256,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$263,328
Total interest from all sources2022-12-31$131,938
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,433,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,433,067
Administrative expenses professional fees incurred2022-12-31$25,282
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$31,255,109
Participant contributions at end of year2022-12-31$2,896,599
Participant contributions at beginning of year2022-12-31$2,712,581
Assets. Other investments not covered elsewhere at end of year2022-12-31$157,636,107
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$186,663,954
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,452,753
Other income not declared elsewhere2022-12-31$-34,367,360
Administrative expenses (other) incurred2022-12-31$237,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-97,313,456
Value of net assets at end of year (total assets less liabilities)2022-12-31$593,682,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$659,256,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$83
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$432,539,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$469,879,729
Interest on participant loans2022-12-31$131,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-100,682,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,150,282
Employer contributions (assets) at end of year2022-12-31$609,601
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,423,815
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$134,115,355
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,929,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,733,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$45,736,666
Value of total assets at end of year2021-12-31$659,256,264
Value of total assets at beginning of year2021-12-31$556,070,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$196,027
Total interest from all sources2021-12-31$146,706
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,091,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$23,091,336
Administrative expenses professional fees incurred2021-12-31$15,453
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$28,129,502
Participant contributions at end of year2021-12-31$2,712,581
Participant contributions at beginning of year2021-12-31$2,816,676
Assets. Other investments not covered elsewhere at end of year2021-12-31$186,663,954
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$163,049,595
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,255,427
Other income not declared elsewhere2021-12-31$27,883,884
Administrative expenses (other) incurred2021-12-31$180,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$103,185,515
Value of net assets at end of year (total assets less liabilities)2021-12-31$659,256,264
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$556,070,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$469,879,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$390,204,478
Interest on participant loans2021-12-31$146,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,256,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,351,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,733,813
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$117,111,647
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$26,695,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,517,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,653,743
Value of total assets at end of year2020-12-31$556,070,749
Value of total assets at beginning of year2020-12-31$465,654,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$177,749
Total interest from all sources2020-12-31$144,489
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,651,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,651,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,861,381
Participant contributions at end of year2020-12-31$2,816,676
Participant contributions at beginning of year2020-12-31$2,668,243
Assets. Other investments not covered elsewhere at end of year2020-12-31$163,049,595
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$131,094,857
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,075,515
Other income not declared elsewhere2020-12-31$22,047,018
Administrative expenses (other) incurred2020-12-31$173,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$90,416,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$556,070,749
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$465,654,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$390,204,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$331,891,233
Interest on participant loans2020-12-31$144,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,614,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,716,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,517,482
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$128,111,704
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,006,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,839,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,556,052
Value of total assets at end of year2019-12-31$465,654,333
Value of total assets at beginning of year2019-12-31$359,549,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,393
Total interest from all sources2019-12-31$121,784
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,675,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,675,202
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,802,577
Participant contributions at end of year2019-12-31$2,668,243
Participant contributions at beginning of year2019-12-31$2,416,168
Assets. Other investments not covered elsewhere at end of year2019-12-31$131,094,857
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$107,341,973
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,558,073
Other income not declared elsewhere2019-12-31$15,755,669
Administrative expenses (other) incurred2019-12-31$167,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$106,104,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$465,654,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$359,549,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$331,891,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$249,791,440
Interest on participant loans2019-12-31$121,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$61,002,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,195,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,839,559
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,479,422
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,279,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,133,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,649,077
Value of total assets at end of year2018-12-31$359,549,581
Value of total assets at beginning of year2018-12-31$363,349,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$146,042
Total interest from all sources2018-12-31$106,891
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,970,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,970,773
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,748,650
Participant contributions at end of year2018-12-31$2,416,168
Participant contributions at beginning of year2018-12-31$2,198,214
Assets. Other investments not covered elsewhere at end of year2018-12-31$107,341,973
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$111,097,169
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,414,460
Other income not declared elsewhere2018-12-31$-1,805,864
Administrative expenses (other) incurred2018-12-31$146,042
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$28,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,800,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$359,549,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$363,349,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$249,791,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$250,026,315
Interest on participant loans2018-12-31$106,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,441,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,485,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,133,569
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$84,442,817
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,512,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,503,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,692,497
Value of total assets at end of year2017-12-31$363,349,770
Value of total assets at beginning of year2017-12-31$292,419,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,621
Total interest from all sources2017-12-31$99,599
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,510,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,510,274
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,350,232
Participant contributions at end of year2017-12-31$2,198,214
Participant contributions at beginning of year2017-12-31$2,443,865
Assets. Other investments not covered elsewhere at end of year2017-12-31$111,097,169
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$95,723,548
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,229,638
Other income not declared elsewhere2017-12-31$5,731,993
Administrative expenses (other) incurred2017-12-31$8,621
Total non interest bearing cash at end of year2017-12-31$28,072
Total non interest bearing cash at beginning of year2017-12-31$30,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$70,930,559
Value of net assets at end of year (total assets less liabilities)2017-12-31$363,349,770
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$292,419,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$250,026,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$194,220,991
Interest on participant loans2017-12-31$99,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$34,408,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,112,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,503,637
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$47,746,200
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,986,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,942,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,321,625
Value of total assets at end of year2016-12-31$292,419,211
Value of total assets at beginning of year2016-12-31$256,659,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,912
Total interest from all sources2016-12-31$98,702
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,104,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,104,915
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,275,420
Participant contributions at end of year2016-12-31$2,443,865
Participant contributions at beginning of year2016-12-31$2,298,638
Assets. Other investments not covered elsewhere at end of year2016-12-31$95,723,548
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$88,206,571
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,408,288
Other income not declared elsewhere2016-12-31$5,715,463
Administrative expenses (other) incurred2016-12-31$43,912
Total non interest bearing cash at end of year2016-12-31$30,807
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$35,759,752
Value of net assets at end of year (total assets less liabilities)2016-12-31$292,419,211
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$256,659,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$194,220,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$166,154,250
Interest on participant loans2016-12-31$98,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,505,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,637,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,942,536
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$23,339,720
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,810,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,810,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,681,149
Value of total assets at end of year2015-12-31$256,659,459
Value of total assets at beginning of year2015-12-31$242,130,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$247
Total interest from all sources2015-12-31$100,215
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,416,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,416,925
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$15,949,741
Participant contributions at end of year2015-12-31$2,298,638
Participant contributions at beginning of year2015-12-31$2,458,895
Assets. Other investments not covered elsewhere at end of year2015-12-31$88,206,571
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$85,875,493
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,874,507
Other income not declared elsewhere2015-12-31$-1,541,163
Administrative expenses (other) incurred2015-12-31$247
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$44,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$14,529,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$256,659,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$242,130,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$166,154,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$153,751,592
Interest on participant loans2015-12-31$100,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,317,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,856,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,810,181
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$35,381,478
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,067,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,066,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,038,711
Value of total assets at end of year2014-12-31$242,130,167
Value of total assets at beginning of year2014-12-31$219,816,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,653
Total interest from all sources2014-12-31$106,563
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,619,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,619,531
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,010,451
Participant contributions at end of year2014-12-31$2,458,895
Participant contributions at beginning of year2014-12-31$2,338,985
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$167,002
Assets. Other investments not covered elsewhere at end of year2014-12-31$85,875,493
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$80,039,935
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,184,356
Other income not declared elsewhere2014-12-31$11,385,860
Administrative expenses (other) incurred2014-12-31$1,653
Total non interest bearing cash at end of year2014-12-31$44,187
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$22,313,617
Value of net assets at end of year (total assets less liabilities)2014-12-31$242,130,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$219,816,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$153,751,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$137,228,061
Interest on participant loans2014-12-31$106,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,230,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,843,904
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$42,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,066,208
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$300,043
Total income from all sources (including contributions)2013-12-31$52,937,977
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,591,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,577,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,407,476
Value of total assets at end of year2013-12-31$219,816,550
Value of total assets at beginning of year2013-12-31$191,770,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,483
Total interest from all sources2013-12-31$103,603
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,224,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,224,440
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,073,246
Participant contributions at end of year2013-12-31$2,338,985
Participant contributions at beginning of year2013-12-31$2,056,573
Participant contributions at end of year2013-12-31$167,002
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$80,039,935
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$75,139,722
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$902,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$35,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$300,043
Other income not declared elsewhere2013-12-31$10,392,605
Administrative expenses (other) incurred2013-12-31$1,152
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$363,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$28,346,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$219,816,550
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$191,470,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$137,228,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$114,174,757
Interest on participant loans2013-12-31$103,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,809,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,431,390
Employer contributions (assets) at end of year2013-12-31$42,567
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,577,069
Contract administrator fees2013-12-31$6,758
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$300,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$259,050
Total income from all sources (including contributions)2012-12-31$38,299,259
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,006,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,975,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,447,788
Value of total assets at end of year2012-12-31$191,770,168
Value of total assets at beginning of year2012-12-31$166,436,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,339
Total interest from all sources2012-12-31$104,808
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,054,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,054,531
Administrative expenses professional fees incurred2012-12-31$20,574
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,682,008
Participant contributions at end of year2012-12-31$2,056,573
Participant contributions at beginning of year2012-12-31$1,920,846
Assets. Other investments not covered elsewhere at end of year2012-12-31$75,139,722
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$69,175,387
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,442,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$35,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$924,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$300,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$259,050
Other income not declared elsewhere2012-12-31$6,538,076
Total non interest bearing cash at end of year2012-12-31$363,658
Total non interest bearing cash at beginning of year2012-12-31$347,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$25,293,083
Value of net assets at end of year (total assets less liabilities)2012-12-31$191,470,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$166,177,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$277,370
Investment advisory and management fees2012-12-31$1,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$114,174,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$84,079,546
Interest on participant loans2012-12-31$104,808
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$9,711,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,015,218
Net investment gain or loss from common/collective trusts2012-12-31$138,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,323,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,975,837
Contract administrator fees2012-12-31$8,047
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-57,803
Total unrealized appreciation/depreciation of assets2011-12-31$-57,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$259,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$311,256
Total income from all sources (including contributions)2011-12-31$13,719,291
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,498,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,218,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,436,662
Value of total assets at end of year2011-12-31$166,436,092
Value of total assets at beginning of year2011-12-31$162,267,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$280,128
Total interest from all sources2011-12-31$112,616
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,023,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,023,775
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,325,159
Participant contributions at end of year2011-12-31$1,920,846
Participant contributions at beginning of year2011-12-31$1,941,436
Assets. Other investments not covered elsewhere at end of year2011-12-31$69,175,387
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$72,464,059
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,315,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$924,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$152,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$259,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$311,256
Other income not declared elsewhere2011-12-31$-2,657,550
Administrative expenses (other) incurred2011-12-31$226,691
Total non interest bearing cash at end of year2011-12-31$347,743
Total non interest bearing cash at beginning of year2011-12-31$276,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,220,480
Value of net assets at end of year (total assets less liabilities)2011-12-31$166,177,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$161,956,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$277,370
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$53,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$84,079,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$79,651,123
Interest on participant loans2011-12-31$112,616
Value of interest in common/collective trusts at end of year2011-12-31$9,711,164
Value of interest in common/collective trusts at beginning of year2011-12-31$7,782,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,277,419
Net investment gain or loss from common/collective trusts2011-12-31$139,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,795,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,218,683
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$311,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,413
Total income from all sources (including contributions)2010-12-31$33,303,853
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,555,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,280,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,418,324
Value of total assets at end of year2010-12-31$162,267,818
Value of total assets at beginning of year2010-12-31$144,350,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$274,318
Total interest from all sources2010-12-31$103,992
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,674,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,674,987
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,205,254
Participant contributions at end of year2010-12-31$1,941,436
Participant contributions at beginning of year2010-12-31$1,607,561
Assets. Other investments not covered elsewhere at end of year2010-12-31$72,464,059
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$70,354,799
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,098,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$152,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$311,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$142,413
Other income not declared elsewhere2010-12-31$7,870,682
Administrative expenses (other) incurred2010-12-31$185,255
Total non interest bearing cash at end of year2010-12-31$276,397
Total non interest bearing cash at beginning of year2010-12-31$72,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,748,748
Value of net assets at end of year (total assets less liabilities)2010-12-31$161,956,562
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$144,207,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$89,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$79,651,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,643,610
Interest on participant loans2010-12-31$103,992
Value of interest in common/collective trusts at end of year2010-12-31$7,782,766
Value of interest in common/collective trusts at beginning of year2010-12-31$6,653,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,889,288
Net investment gain or loss from common/collective trusts2010-12-31$346,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,114,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,280,787
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN

2022: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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