Legacy Chrysler Financial Employee 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, Legacy Chrysler Financial Employee Pension Plan is a benefit plan reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,379 participants and $545,964,991 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
- 002
- Plan type
- 2
- Location
- Falmouth, ME
- Latest filing year
- 2023
- Participants
- 4,379
- End-of-year plan assets
- $545,964,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,379 | H, C | 20241009124238NAL0018297937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $545,964,991
- Total liabilities (EOY)
- $109,608
- Net assets (EOY)
- $545,855,383
- Net assets (BOY)
- $543,779,288
Income & contributions
- Total contributions
- $0
- Total income / additions
- $39,221,804
Expenses & distributions
- Benefits paid
- $36,131,499
- Administrative expenses
- $1,014,210
- Total expenses
- $37,145,709
- Net increase / (decrease)
- $2,076,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morneau Shepell Limited | NONE | $155,652 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $123,895 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $101,000 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $87,968 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $67,701 | $0 | 2023 |
| Ernst & Young | NONE | $57,610 | 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
- Morneau Shepell Limited — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Telus Health — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Ernst & Young — Schedule C compensation