Who sponsors the Old National Bank Pooled Employer Plan?

Old National Bank Pooled Employer Plan is reported as sponsored by Old National Bank (EIN 35-1729164, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Old National Bank Pooled Employer Plan?

The latest Form 5500 filing year loaded for Old National Bank Pooled Employer Plan is 2023.

How many participants does Old National Bank Pooled Employer Plan report?

Old National Bank Pooled Employer Plan reports 1,086 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Old National Bank Pooled Employer Plan?

Old National Bank Pooled Employer Plan reports $36,641,814 in end-of-year plan assets in its latest loaded Form 5500 filing.

Old National Bank Pooled Employer Plan — Form 5500 plan (Old National Bank)

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, Old National Bank Pooled Employer Plan is a benefit plan reported by Old National Bank under EIN 35-1729164 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,086 participants and $36,641,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Old National Bank
EIN: 35-1729164
Plan number: 003
Plan type: 3
Location: Evansville, IN
Latest filing year: 2023
Participants: 1,086
End-of-year plan assets: $36,641,814

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,086	H, C	20250514140937NAL0014202755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $36,641,814
Total liabilities (EOY): $0
Net assets (EOY): $36,641,814
Net assets (BOY): $30,103,797

Income & contributions

Employer contributions: $1,011,177
Participant contributions: $2,697,683
Total contributions: $4,727,862
Total income / additions: $10,260,900

Expenses & distributions

Benefits paid: $3,538,134
Administrative expenses: $170,613
Total expenses: $3,722,883
Net increase / (decrease): $6,538,017

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Old National Bank	TRUSTEE	$162,173	not reported in the loaded dataset	2023
Charles Schwab Trust Bank	NONE	$0	$14,950	2023
Desmond & Ahern, Ltd.	NONE	$10,000	not reported in the loaded dataset	2023