2023 Form 5500 filing — Legacy Chrysler Financial Employee 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 20241009124238NAL0018297937001) for Legacy Chrysler Financial Employee Pension Plan, reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 002. It reports 4,379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124238NAL0018297937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Td Bank Us Holding Company
- EIN
- 01-0437984
- Plan number
- 002
- Location
- Falmouth, ME
- Participants
- 4,379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $545,964,991
- Total liabilities (EOY)
- $109,608
- Net assets (EOY)
- $545,855,383
- Total income / additions
- $39,221,804
- Benefits paid
- $36,131,499
- Administrative expenses
- $1,014,210
- Total expenses
- $37,145,709
- Net increase / (decrease)
- $2,076,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morneau Shepell Limited | NONE | $155,652 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $123,895 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $101,000 | not reported in the loaded dataset |
| Telus Health | NONE | $87,968 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $67,701 | $0 |
| Ernst & Young | NONE | $57,610 | not reported in the loaded dataset |