Td Banknorth Inc. Pension Plan — Form 5500 plan (Td Bank Us Holding Company)
Plain-English plan 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, Td Banknorth Inc. Pension Plan is a benefit plan reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,477 participants and $437,094,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Td Bank Us Holding Company
- EIN
- 01-0437984
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, ME
- Latest filing year
- 2023
- Participants
- 8,477
- End-of-year plan assets
- $437,094,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,477 | H, C | 20241009131229NAL0010635107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $437,094,691
- Total liabilities (EOY)
- $472,417
- Net assets (EOY)
- $436,622,274
- Net assets (BOY)
- $426,479,787
Income & contributions
- Total contributions
- $0
- Total income / additions
- $38,135,653
Expenses & distributions
- Benefits paid
- $25,902,567
- Administrative expenses
- $2,090,599
- Total expenses
- $27,993,166
- Net increase / (decrease)
- $10,142,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mellon Capital Management | NONE | $372,828 | not reported in the loaded dataset | 2023 |
| Morneau Shepell | NONE | $297,260 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $170,104 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $121,500 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $93,702 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $53,752 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $35,796 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Td Bank Us Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Falmouth, ME
- Mellon Capital Management — Schedule C compensation
- Morneau Shepell — Schedule C compensation
- Telus Health — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Ernst & Young — Schedule C compensation