The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc — Form 5500 plan (Lloyds Bank Plc)
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, The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc is a benefit plan reported by Lloyds Bank Plc under EIN 13-3321516 and plan number 001. The latest loaded filing year is 2023. The filing reports 625 participants and $130,649,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lloyds Bank Plc
- EIN
- 13-3321516
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $130,649,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241015152953NAL0056964642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,649,495
- Total liabilities (EOY)
- $233,935
- Net assets (EOY)
- $130,415,560
- Net assets (BOY)
- $126,723,444
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,066,404
Expenses & distributions
- Benefits paid
- $6,250,507
- Administrative expenses
- $1,123,781
- Total expenses
- $7,374,288
- Net increase / (decrease)
- $3,692,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $314,320 | not reported in the loaded dataset | 2023 |
| Mercer(Us),Inc. | ACTUARY | $311,932 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | AUDITOR | $83,423 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $51,545 | not reported in the loaded dataset | 2023 |
| Chartwell Invest Partners Lc | INVESTMENT ADVISOR | $50,868 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lloyds Bank Plc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mercer Investments LLC — Schedule C compensation
- Mercer(Us),Inc. — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Chartwell Invest Partners Lc — Schedule C compensation