2023 Form 5500 filing — U.S. Bank Legacy 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 20241011175345NAL0012828211001) for U.S. Bank Legacy Pension Plan, reported by U.S. Bancorp under EIN 41-0255900 and plan number 007. It reports 44,532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175345NAL0012828211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Bancorp
- EIN
- 41-0255900
- Plan number
- 007
- Location
- Minneapolis, MN
- Participants
- 44,532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,991,489,800
- Total liabilities (EOY)
- $203,645
- Net assets (EOY)
- $2,991,286,155
- Total income / additions
- $247,131,410
- Benefits paid
- $171,890,692
- Administrative expenses
- $7,157,792
- Total expenses
- $179,048,484
- Net increase / (decrease)
- $68,082,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $2,207,009 | $1,342 |
| Towers Watson Delaware | NONE | $472,635 | not reported in the loaded dataset |
| Ernst & Young, Llp | NONE | $91,000 | not reported in the loaded dataset |
| Morgan Lewis Bockius Llp | NONE | $63,795 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $48,117 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $164 | not reported in the loaded dataset |