2023 Form 5500 filing — Mitsubishi Ufj Trust And Banking Corporation Retirement And Savings 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 20241015141334NAL0029933361001) for Mitsubishi Ufj Trust And Banking Corporation Retirement And Savings Plan, reported by Mitsubishi Ufj Trust And Banking Corporation under EIN 13-2692531 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015141334NAL0029933361001
Filing year
2023
Form type
2
Plan sponsor
Mitsubishi Ufj Trust And Banking Corporation
EIN
13-2692531
Plan number
001
Location
New York, NY
Participants
376
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$76,004,427
Total liabilities (EOY)
$0
Net assets (EOY)
$76,004,427
Employer contributions
$1,166,625
Participant contributions
$3,157,672
Total income / additions
$16,413,292
Benefits paid
$2,370,545
Administrative expenses
$5,018
Total expenses
$2,375,563
Net increase / (decrease)
$14,037,729
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
EisneramperACCOUNTANT/AUDITOR$30,160not reported in the loaded dataset
Marsh Usa LLCCONSULTANT$8,250not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$7,686not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$41,078$0

Related Form 5500 pages