2023 Form 5500 filing — Barclays Pension 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 20241001155511NAL0014584546001) for Barclays Pension Plan, reported by Barclays Services Corporation under EIN 13-3714398 and plan number 001. It reports 3,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001155511NAL0014584546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barclays Services Corporation
- EIN
- 13-3714398
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $536,023,896
- Total liabilities (EOY)
- $181,743
- Net assets (EOY)
- $535,842,153
- Total income / additions
- $46,701,003
- Benefits paid
- $29,330,678
- Administrative expenses
- $1,376,601
- Total expenses
- $30,707,279
- Net increase / (decrease)
- $15,993,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $467,092 | not reported in the loaded dataset |
| Willis Towers Watson Investment Ser | NONE | $229,900 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $145,827 | $0 |
| Kpmg | NONE | $75,000 | not reported in the loaded dataset |
| State Street Bank And Trust Co | CUSTODIAN | $69,318 | $0 |
| Orick, Herrington, & Sutcliffe Llp | NONE | $30,314 | not reported in the loaded dataset |