Bank Of Ireland Group U.S. Retirement Plan — Form 5500 plan (Governor And Company Of The Bank Of Ireland)
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, Bank Of Ireland Group U.S. Retirement Plan is a benefit plan reported by Governor And Company Of The Bank Of Ireland under EIN 13-2687269 and plan number 003. The latest loaded filing year is 2023. The filing reports 576 participants and $24,040,712 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24MPlan net assets, end of year$24,040,712
Participants576Covered participants reported
Assets / participant$41.7KComputed: assets ÷ participants$41,737 (computed)
Provider compensation$116.4K2 Schedule C provider row(s)$116,384
- Plan sponsor
- Governor And Company Of The Bank Of Ireland
- EIN
- 13-2687269
- Plan number
- 003
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20241014124706NAL0013300371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $24,040,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,040,712
- Net assets (BOY)
- $24,843,993
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,341,412
Expenses & distributions
- Benefits paid
- $1,991,400
- Administrative expenses
- $153,293
- Total expenses
- $2,144,693
- Net increase / (decrease)
- -$803,281
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income148%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,709 | $0 | 2023 |
| Cetera Advisors LLC | OTHER SERVICES | $0 | $18,675 | 2023 |