2023 Form 5500 filing — Hsbc - North America (U.S.) 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 20241008063747NAL0009440243001) for Hsbc - North America (U.S.) Pension Plan, reported by Hsbc North America Holdings Inc. under EIN 23-2186091 and plan number 001. It reports 42,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008063747NAL0009440243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hsbc North America Holdings Inc.
- EIN
- 23-2186091
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 42,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,587,812,175
- Total liabilities (EOY)
- $571,343,626
- Net assets (EOY)
- $3,016,468,549
- Total income / additions
- $241,774,525
- Benefits paid
- $190,866,658
- Administrative expenses
- $11,915,085
- Total expenses
- $202,781,743
- Net increase / (decrease)
- $38,992,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $2,213,652 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $1,068,928 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $1,057,050 | $0 |
| The Northern Trust Company | NONE | $806,072 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $797,252 | not reported in the loaded dataset |
| Neuberger And Berman | NONE | $656,624 | $0 |
| Gqg Partners LLC | NONE | $322,099 | $0 |
| Aon Consulting | NONE | $244,955 | not reported in the loaded dataset |
| Blue Bay Asset Management | NONE | $207,253 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $205,243 | $0 |
| Tower Watson | NONE | $185,250 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $61,750 | not reported in the loaded dataset |
| Mercer | NONE | $36,596 | not reported in the loaded dataset |
| Blackrock | NONE | $6,063 | not reported in the loaded dataset |