PlanOptica
Retirement plan

ERICSSON US PENSION PLAN

ERICSSON INC.EIN 06-1119960Plan #007PY 2017
Sign in to saveView 5500 PDF
M/S EVW-1-B3, 6300 LEGACY DRIVE - PLANO, TX 75024469-266-7107
Other plans on this EIN
1 filing
#006Retirement-$3.15B assets
Prospect flagsHigh retiree %Low returnsLow participant 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 10/11/2018
How to read this page

Summary metrics

Total assets (EOY)
$2704.8M
-3.0% from 2016
Total participants
12,241
+2.1% from 2016
Average account balance
$0
No prior year
Annual return
9.58%
-9.68 pp from 2016

Benchmarks

See 1,145 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,145 peers
Snapshot2017
Participant deferral / active EE
$88
median $22
Employer contribution / active EE
$0
median $8,997
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
9.58%
median 13.18%
Overall peer rank
9th 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 14 by compensation
ProviderService typeCompensation
TOWERS WATSON3+ years
Service code 11 · EIN 53-0181291
Actuarial
$1,524,038
PRUDENTIAL INVESTMENT MGMT INC.3+ years
Service code 28 · EIN 22-2540245
Investment Management
$1,142,791
PIMCO3+ years
Service code 27 · EIN 33-0629048
Advisory (Plan)
$1,091,366
LEGAL&GENERAL INVSTMNT MGMT AMERICA3+ years
Service code 28 · EIN 20-8058531
Investment Management
$936,728
GOLDMAN SACHS ASSET MANAGEMENT, LP3+ years
Service code 28 · EIN 13-3575636
Investment Management
$775,882
CAPFINANCIAL PARTNERS, LLC1 year
Service code 27 · EIN 26-0058143
Advisory (Plan)
$525,422
BARROW, HENLEY, MEWHINNEY & STRAUSS3+ years
Service code 27 · EIN 75-2403190
Advisory (Plan)
$203,978
AGINCOURT CAPITAL MGMT LLC3+ years
Service code 28 · EIN 54-1947440
Investment Management
$150,383
LORD, ABBOTT & CO, LLC3+ years
Service code 28 · EIN 13-5620131
Investment Management
$94,837
JENNISON ASSOCIATES, INC.3+ years
Service code 28 · EIN 22-2540245
Investment Management
$85,002

Enrolled actuary

1 attachment
SB

JOANIE ROBERTS

TOWERS WATSON DELAWARE INC.
Enrollment #1707295
500 NORTH AKARD STREET
SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2018-09-06

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

3 tripped
  • OpportunityLow participant contribution

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

  • OpportunityLow returns

    Annual investment return 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
$6.7M
$5866 / participant
  • Investment mgmt$5M76.4%
  • Other / not subdivided$2M23.6%
% of EOY assets
0.246%
all-in expense ratio
Categories reported
1 / 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