2023 Form 5500 filing — Independence Community Bank Employees Retirement 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 20241014162550NAL0013618211001) for Independence Community Bank Employees Retirement Plan, reported by Independence Community Bank C/O Santander Holdings Usa, Inc. under EIN 11-1350490 and plan number 001. It reports 1,567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162550NAL0013618211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Community Bank C/O Santander Holdings Usa, Inc.
- EIN
- 11-1350490
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 1,567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,372,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,372,235
- Total income / additions
- $5,785,345
- Benefits paid
- $5,681,848
- Administrative expenses
- $523,480
- Total expenses
- $6,205,328
- Net increase / (decrease)
- -$419,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Private Trust Co | TRUSTEE | $175,792 | $0 |
| Willis Towers Watson Us LLC | NONE | $41,350 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $25,298 | not reported in the loaded dataset |
| Herbein + Company, Inc. | NONE | $17,500 | not reported in the loaded dataset |