2023 Form 5500 filing — Retirement Plan For Employees Of Cullen/Frost Bankers, Inc. & Its Affiliates
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 20241002132806NAL0008824801001) for Retirement Plan For Employees Of Cullen/Frost Bankers, Inc. & Its Affiliates, reported by Cullen/Frost Bankers, Inc. under EIN 74-1751768 and plan number 002. It reports 2,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132806NAL0008824801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cullen/Frost Bankers, Inc.
- EIN
- 74-1751768
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 2,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,569,120
- Total liabilities (EOY)
- $107,360
- Net assets (EOY)
- $174,461,760
- Total income / additions
- $27,083,645
- Benefits paid
- $9,679,433
- Administrative expenses
- $1,033,884
- Total expenses
- $10,713,317
- Net increase / (decrease)
- $16,370,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Bank | PLAN SPONSOR | $490,833 | not reported in the loaded dataset |
| Aon Consulting | NONE | $264,329 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $41,000 | not reported in the loaded dataset |