Deutsche Bank Matched Savings Plan — Form 5500 plan (Deutsche Bank Americas Holding Corp)
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, Deutsche Bank Matched Savings Plan is a benefit plan reported by Deutsche Bank Americas Holding Corp under EIN 13-3645372 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,054 participants and $4,141,477,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deutsche Bank Americas Holding Corp
- EIN
- 13-3645372
- Plan number
- 002
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 18,054
- End-of-year plan assets
- $4,141,477,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,054 | H, C | 20241002141932NAL0017424594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,141,477,768
- Total liabilities (EOY)
- $30,283,716
- Net assets (EOY)
- $4,111,194,052
- Net assets (BOY)
- $3,681,954,414
Income & contributions
- Employer contributions
- $66,320,502
- Participant contributions
- $109,053,390
- Total contributions
- $195,449,461
- Total income / additions
- $781,206,062
Expenses & distributions
- Benefits paid
- $349,396,678
- Administrative expenses
- $2,171,186
- Total expenses
- $351,966,424
- Net increase / (decrease)
- $429,239,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $873,303 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $553,082 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $161,263 | $0 | 2023 |
| Ernst & Young U.S. Llp | ACCOUNTANT/AUDITOR | $101,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARY | $12,500 | not reported in the loaded dataset | 2023 |
| Wallach & Associates | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Epstein, Becker Green | ATTORNEY/LEGAL | $8,772 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deutsche Bank Americas Holding Corp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Ernst & Young U.S. Llp — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Wallach & Associates — Schedule C compensation
- Epstein, Becker Green — Schedule C compensation