2023 Form 5500 filing — Deutsche Bank Matched 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 20241002141932NAL0017424594001) for Deutsche Bank Matched Savings Plan, reported by Deutsche Bank Americas Holding Corp under EIN 13-3645372 and plan number 002. It reports 18,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141932NAL0017424594001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Deutsche Bank Americas Holding Corp
- EIN
- 13-3645372
- Plan number
- 002
- Location
- New York, NY
- Participants
- 18,054
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,141,477,768
- Total liabilities (EOY)
- $30,283,716
- Net assets (EOY)
- $4,111,194,052
- Employer contributions
- $66,320,502
- Participant contributions
- $109,053,390
- Total income / additions
- $781,206,062
- Benefits paid
- $349,396,678
- Administrative expenses
- $2,171,186
- Total expenses
- $351,966,424
- Net increase / (decrease)
- $429,239,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $873,303 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $553,082 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $161,263 | $0 |
| Ernst & Young U.S. Llp | ACCOUNTANT/AUDITOR | $101,000 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARY | $12,500 | not reported in the loaded dataset |
| Wallach & Associates | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset |
| Epstein, Becker Green | ATTORNEY/LEGAL | $8,772 | not reported in the loaded dataset |