2023 Form 5500 filing — Scotiabank Pension Plan (United States)
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 20241015133904NAL0016509075001) for Scotiabank Pension Plan (United States), reported by The Bank Of Nova Scotia under EIN 13-4941099 and plan number 001. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133904NAL0016509075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bank Of Nova Scotia
- EIN
- 13-4941099
- Plan number
- 001
- Location
- not reported in the loaded dataset
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,694,764
- Total liabilities (EOY)
- $172,351
- Net assets (EOY)
- $112,522,413
- Employer contributions
- $0
- Total income / additions
- $14,078,315
- Benefits paid
- $1,623,800
- Administrative expenses
- $747,206
- Total expenses
- $2,371,006
- Net increase / (decrease)
- $11,707,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $263,116 | not reported in the loaded dataset |
| Mercer | NONE | $157,450 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $136,505 | $0 |
| Kpmg Llp | NONE | $57,079 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $45,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $12,547 | $0 |
| Cohen & Buckmann Pc | NONE | $10,516 | not reported in the loaded dataset |