2023 Form 5500 filing — Pension Plan For Employees Of The Govt Of Canada Locally Engaged In The Usa-Qualified Pension 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 20241218104503NAL0003113665002) for Pension Plan For Employees Of The Govt Of Canada Locally Engaged In The Usa-Qualified Pension Plan, reported by Treasury Board Of Canada(Dfait-Les Services Bureau) under EIN 98-0177806 and plan number 001. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218104503NAL0003113665002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Treasury Board Of Canada(Dfait-Les Services Bureau)
- EIN
- 98-0177806
- Plan number
- 001
- Location
- not reported in the loaded dataset
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,035,056
- Total liabilities (EOY)
- $39,355
- Net assets (EOY)
- $133,995,701
- Employer contributions
- $3,920,000
- Participant contributions
- $2,026,716
- Total income / additions
- $20,520,775
- Benefits paid
- $4,793,157
- Administrative expenses
- $448,448
- Total expenses
- $5,241,605
- Net increase / (decrease)
- $15,279,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $357,856 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $80,462 | not reported in the loaded dataset |
| Telus Health Us Ltd | NONE | $53,769 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,640 | not reported in the loaded dataset |