2023 Form 5500 filing — Standard Chartered Bank Retirement Account 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 20241014071335NAL0025648161001) for Standard Chartered Bank Retirement Account Plan, reported by Standard Chartered Bank under EIN 94-1595409 and plan number 001. It reports 1,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014071335NAL0025648161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standard Chartered Bank
- EIN
- 94-1595409
- Plan number
- 001
- Location
- Newark, NJ
- Participants
- 1,460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,560,314
- Total liabilities (EOY)
- $142,546
- Net assets (EOY)
- $170,417,768
- Employer contributions
- $0
- Total income / additions
- $19,728,753
- Benefits paid
- $6,271,596
- Administrative expenses
- $637,354
- Total expenses
- $6,908,950
- Net increase / (decrease)
- $12,819,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $215,700 | $0 |
| The Vanguard Group, Inc. | RETAINED BY EMPLOYER | $161,768 | not reported in the loaded dataset |
| Mazars Usa | RETAINED BY EMPLOYER | $41,600 | not reported in the loaded dataset |
| Deloitte & Touche Llp | RETAINED BY EMPLOYER | $21,754 | not reported in the loaded dataset |