2023 Form 5500 filing — Td Banknorth Inc. 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 20241009131229NAL0010635107001) for Td Banknorth Inc. Pension Plan, reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 001. It reports 8,477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131229NAL0010635107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Td Bank Us Holding Company
- EIN
- 01-0437984
- Plan number
- 001
- Location
- Falmouth, ME
- Participants
- 8,477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $437,094,691
- Total liabilities (EOY)
- $472,417
- Net assets (EOY)
- $436,622,274
- Total income / additions
- $38,135,653
- Benefits paid
- $25,902,567
- Administrative expenses
- $2,090,599
- Total expenses
- $27,993,166
- Net increase / (decrease)
- $10,142,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Capital Management | NONE | $372,828 | not reported in the loaded dataset |
| Morneau Shepell | NONE | $297,260 | not reported in the loaded dataset |
| Telus Health | NONE | $170,104 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $121,500 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $93,702 | $0 |
| Willis Towers Watson Us LLC | NONE | $53,752 | not reported in the loaded dataset |
| Ernst & Young | NONE | $35,796 | not reported in the loaded dataset |