Mitsubishi Ufj Trust And Banking Corporation Retirement And Savings Plan — Form 5500 plan (Mitsubishi Ufj Trust And Banking Corporation)
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, Mitsubishi Ufj Trust And Banking Corporation Retirement And Savings Plan is a benefit plan reported by Mitsubishi Ufj Trust And Banking Corporation under EIN 13-2692531 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $76,004,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitsubishi Ufj Trust And Banking Corporation
- EIN
- 13-2692531
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $76,004,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241015141334NAL0029933361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,004,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,004,427
- Net assets (BOY)
- $61,966,698
Income & contributions
- Employer contributions
- $1,166,625
- Participant contributions
- $3,157,672
- Total contributions
- $4,475,993
- Total income / additions
- $16,413,292
Expenses & distributions
- Benefits paid
- $2,370,545
- Administrative expenses
- $5,018
- Total expenses
- $2,375,563
- Net increase / (decrease)
- $14,037,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eisneramper | ACCOUNTANT/AUDITOR | $30,160 | not reported in the loaded dataset | 2023 |
| Marsh Usa LLC | CONSULTANT | $8,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,686 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$41,078 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitsubishi Ufj Trust And Banking Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Eisneramper — Schedule C compensation
- Marsh Usa LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation