Investors Bank Pension Plan — Form 5500 plan (Citizens Financial Group, Inc.)
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, Investors Bank Pension Plan is a benefit plan reported by Citizens Financial Group, Inc. under EIN 05-0412693 and plan number 014. The latest loaded filing year is 2023. The filing reports 1,329 participants and $139,934,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Financial Group, Inc.
- EIN
- 05-0412693
- Plan number
- 014
- Plan type
- 2
- Location
- Smithfield, RI
- Latest filing year
- 2023
- Participants
- 1,329
- End-of-year plan assets
- $139,934,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,329 | H, C | 20250402154945NAL0009998993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,934,625
- Total liabilities (EOY)
- $34,272
- Net assets (EOY)
- $139,900,353
- Net assets (BOY)
- $134,017,217
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,228,574
Expenses & distributions
- Benefits paid
- $5,369,083
- Administrative expenses
- $976,355
- Total expenses
- $6,345,438
- Net increase / (decrease)
- $5,883,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson, LLC | NONE | $568,945 | not reported in the loaded dataset | 2023 |
| Mercer Investments, LLC | NONE | $110,680 | not reported in the loaded dataset | 2023 |
| Clifton Larson | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $35,008 | not reported in the loaded dataset | 2023 |
| Jennison | NONE | $21,986 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $16,454 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $15,467 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Smithfield, RI
- Willis Towers Watson, LLC — Schedule C compensation
- Mercer Investments, LLC — Schedule C compensation
- Clifton Larson — Schedule C compensation
- Prudential — Schedule C compensation
- Jennison — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation