2023 Form 5500 filing — Barclays 401(K) 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 20240927144520NAL0002411073001) for Barclays 401(K) Plan, reported by Barclays Services Corporation under EIN 13-3714398 and plan number 002. It reports 19,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927144520NAL0002411073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barclays Services Corporation
- EIN
- 13-3714398
- Plan number
- 002
- Location
- New York, NY
- Participants
- 19,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,081,702,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,081,702,008
- Employer contributions
- $99,400,123
- Participant contributions
- $154,781,468
- Total income / additions
- $762,846,568
- Benefits paid
- $206,011,454
- Administrative expenses
- $1,344,636
- Total expenses
- $207,356,090
- Net increase / (decrease)
- $555,490,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $767,690 | $0 |
| Towers Watson Investment Services I | OTHER | $207,211 | not reported in the loaded dataset |
| Orrick Herrington & Sutcliffe Llp | ATTORNEY | $205,035 | not reported in the loaded dataset |
| Kpmg Llp | AUDITOR | $75,000 | not reported in the loaded dataset |
| Cohnreznick, Llp | AUDITOR | $7,500 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $3,600 | not reported in the loaded dataset |