2023 Form 5500 filing — Associated Banc-Corp Retirement Account Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722085854NAL0015991568001) for Associated Banc-Corp Retirement Account Plan, reported by Associated Banc-Corp under EIN 39-1098068 and plan number 001. It reports 6,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722085854NAL0015991568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Banc-Corp
- EIN
- 39-1098068
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 6,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $453,504,082
- Total liabilities (EOY)
- $166,859
- Net assets (EOY)
- $453,337,223
- Total income / additions
- $58,194,111
- Benefits paid
- $14,512,172
- Administrative expenses
- $1,543,073
- Total expenses
- $16,055,245
- Net increase / (decrease)
- $42,138,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | TRUSTEE | $641,364 | $0 |
| Hewitt Associates | NONE | $239,070 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $70,000 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | NONE | $37,354 | not reported in the loaded dataset |
| Mail Haus | NONE | $2,421 | not reported in the loaded dataset |