2023 Form 5500 filing — United California Bank 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 20241015110059NAL0057119138005) for United California Bank Retirement Plan, reported by Bank Of The West under EIN 94-0475440 and plan number 003. It reports 7,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110059NAL0057119138005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of The West
- EIN
- 94-0475440
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 7,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total income / additions
- $24,968,719
- Benefits paid
- $26,739,042
- Administrative expenses
- $1,366,031
- Total expenses
- $28,105,073
- Net increase / (decrease)
- -$3,136,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $123,750 | $0 |
| Willis Towers Watson Us LLC | CONSULTANT | $102,500 | not reported in the loaded dataset |
| Mercer Invesment Management, Inc. | INVESTMENT MANAGER | $57,376 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $40,060 | not reported in the loaded dataset |