2023 Form 5500 filing — Investors Bank 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 20250402154945NAL0009998993001) for Investors Bank Pension Plan, reported by Citizens Financial Group, Inc. under EIN 05-0412693 and plan number 014. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402154945NAL0009998993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Financial Group, Inc.
- EIN
- 05-0412693
- Plan number
- 014
- Location
- Smithfield, RI
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,934,625
- Total liabilities (EOY)
- $34,272
- Net assets (EOY)
- $139,900,353
- Total income / additions
- $12,228,574
- Benefits paid
- $5,369,083
- Administrative expenses
- $976,355
- Total expenses
- $6,345,438
- Net increase / (decrease)
- $5,883,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson, LLC | NONE | $568,945 | not reported in the loaded dataset |
| Mercer Investments, LLC | NONE | $110,680 | not reported in the loaded dataset |
| Clifton Larson | NONE | $42,000 | not reported in the loaded dataset |
| Prudential | NONE | $35,008 | not reported in the loaded dataset |
| Jennison | NONE | $21,986 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $16,454 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $15,467 | not reported in the loaded dataset |