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Retirement plan

ERICSSON US PENSION PLAN

ERICSSON INC.EIN 06-1119960Plan #007PY 2015
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M/S EVW-1-B3, 6300 LEGACY DRIVE - PLANO, TX 75024469-266-7107
Other plans on this EIN
1 filing
#006Retirement-$2.76B assets
Prospect flagsHigh retiree %Low employer contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(469) 266-7107
Plan administrator signer
TOBY TODD
Signed 10/10/2016
How to read this page

Summary metrics

Total assets (EOY)
$2523.6M
-3.0% from 2016
Total participants
12,705
+2.1% from 2016
Average account balance
$0
No prior year
Annual return
-1.36%
-9.68 pp from 2016

Benchmarks

See 984 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort984 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$468
median $7,179
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,096,330
Admin fee / account holder
$0
median $66,276
Annual return
-1.36%
median -1.40%
Overall peer rank
28th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$526.05M
Average account balance
Total assets / participants with a balance (line 6g)
$183K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,467
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$6.84M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.23%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 13 by compensation
ProviderService typeCompensation
GOLDMAN SACHS ASSET MANAGEMENT, LP1+ years
Service code 28 · EIN 13-3575636
Investment Management
$1,833,833
TOWERS WATSON1+ years
Service code 11 · EIN 53-0181291
Actuarial
$1,627,002
PIMCO1+ years
Service code 27 · EIN 33-0629048
Advisory (Plan)
$1,389,231
LEGAL&GENERAL INVSTMNT MGMT AMERICA1+ years
Service code 28 · EIN 20-8058531
Investment Management
$1,269,408
PRUDENTIAL INVESTMENT MGMT INC.1+ years
Service code 28 · EIN 22-2540245
Investment Management
$1,150,176
CAPTRUST FINANCIAL ADVISORS1+ years
Service code 27 · EIN 26-0058143
Advisory (Plan)
$246,650
BARROW, HENLEY, MEWHINNEY & STRAUSS1+ years
Service code 27 · EIN 75-2403190
Advisory (Plan)
$186,050
JPMORGAN CHASE BANK, N.A.1+ years
Service code 19 · EIN 13-4994650
Securities Custodian
$167,671
AGINCOURT CAPITAL MGMT LLC1+ years
Service code 28 · EIN 54-1947440
Investment Management
$165,495
LORD, ABBOTT & CO, LLC1+ years
Service code 28 · EIN 13-5620131
Investment Management
$109,768

Enrolled actuary

1 attachment
SB

BRYAN K. POULOS

TOWERS WATSON DELAWARE INC.
Enrollment #1404227
500 N. AKARD STREET, SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2016-09-21

Top hat statement on fileNQDC

Filed September 8, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$8.1M
$4424 / participant
  • Investment mgmt$83K1.0%
  • Contract admin$6M76.3%
  • Other / not subdivided$2M22.7%
% of EOY assets
0.320%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
BDO USA, LLP
Auditor EIN
135381590
Audit fees
(not subdivided)
Opinion code
Disclaimer