Td Securities Usa Pension Plan — Form 5500 plan (Td Securities Usa LLC)
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, Td Securities Usa Pension Plan is a benefit plan reported by Td Securities Usa LLC under EIN 20-1177269 and plan number 002. The latest loaded filing year is 2023. The filing reports 652 participants and $61,373,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Td Securities Usa LLC
- EIN
- 20-1177269
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 652
- End-of-year plan assets
- $61,373,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 652 | H, C | 20241009131743NAL0018371185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,373,227
- Total liabilities (EOY)
- $86,081
- Net assets (EOY)
- $61,287,146
- Net assets (BOY)
- $58,578,859
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,049,789
Expenses & distributions
- Benefits paid
- $2,088,831
- Administrative expenses
- $252,671
- Total expenses
- $2,341,502
- Net increase / (decrease)
- $2,708,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mellon Capital Management | NONE | $73,964 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $29,273 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $24,080 | not reported in the loaded dataset | 2023 |
| Morneau Shepell | NONE | $22,499 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $17,007 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $13,556 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $9,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Td Securities Usa LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mellon Capital Management — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Morneau Shepell — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Telus Health — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation