2023 Form 5500 filing — Australia And New Zealand Banking Group Ltd. 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 20241007161850NAL0027954784001) for Australia And New Zealand Banking Group Ltd. Retirement Savings Plan, reported by Australia & New Zealand Banking Group Limited (Anz) under EIN 13-2623463 and plan number 007. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161850NAL0027954784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Australia & New Zealand Banking Group Limited (Anz)
- EIN
- 13-2623463
- Plan number
- 007
- Location
- New York, NY
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,431,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,431,641
- Employer contributions
- $1,559,310
- Participant contributions
- $2,420,006
- Total income / additions
- $14,505,548
- Benefits paid
- $1,039,022
- Administrative expenses
- $57,864
- Total expenses
- $1,096,886
- Net increase / (decrease)
- $13,408,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $33,040 | not reported in the loaded dataset |
| Aon | NONE | $11,974 | not reported in the loaded dataset |
| Caron & Bletzer | NONE | $9,775 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $1,350 | $0 |