2023 Form 5500 filing — The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc
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 20241015152953NAL0056964642001) for The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc, reported by Lloyds Bank Plc under EIN 13-3321516 and plan number 001. It reports 625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152953NAL0056964642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lloyds Bank Plc
- EIN
- 13-3321516
- Plan number
- 001
- Location
- New York, NY
- Participants
- 625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,649,495
- Total liabilities (EOY)
- $233,935
- Net assets (EOY)
- $130,415,560
- Total income / additions
- $11,066,404
- Benefits paid
- $6,250,507
- Administrative expenses
- $1,123,781
- Total expenses
- $7,374,288
- Net increase / (decrease)
- $3,692,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $314,320 | not reported in the loaded dataset |
| Mercer(Us),Inc. | ACTUARY | $311,932 | not reported in the loaded dataset |
| Deloitte & Touche Llp | AUDITOR | $83,423 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $51,545 | not reported in the loaded dataset |
| Chartwell Invest Partners Lc | INVESTMENT ADVISOR | $50,868 | not reported in the loaded dataset |