2023 Form 5500 filing — Citizens Bank Group, Inc. Retirement Savings 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 20240726100606NAL0010086403001) for Citizens Bank Group, Inc. Retirement Savings Plan, reported by Citizens Bank Group Inc. under EIN 41-1704160 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726100606NAL0010086403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank Group Inc.
- EIN
- 41-1704160
- Plan number
- 001
- Location
- St. James, MN
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,759,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,759,255
- Employer contributions
- $274,083
- Participant contributions
- $557,889
- Total income / additions
- $1,992,566
- Benefits paid
- $335,103
- Administrative expenses
- $39,631
- Total expenses
- $374,734
- Net increase / (decrease)
- $1,617,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $19,763 | $0 |
| Securian Financial Services | RETAINED BY EMPLOYER | $19,294 | $0 |