The Canada Life Assurance Company United States Consolidated Pension Plan — Form 5500 plan (The Canada Life Assurance Company)
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 Canada Life Assurance Company United States Consolidated Pension Plan is a benefit plan reported by The Canada Life Assurance Company under EIN 38-0397420 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $35,151,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Canada Life Assurance Company
- EIN
- 38-0397420
- Plan number
- 001
- Plan type
- 2
- Location
- Geeenwood Village, CO
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $35,151,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241007091430NAL0014971713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,151,691
- Total liabilities (EOY)
- $10,831
- Net assets (EOY)
- $35,140,860
- Net assets (BOY)
- $35,428,710
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $3,761,101
Expenses & distributions
- Benefits paid
- $3,784,235
- Administrative expenses
- $264,716
- Total expenses
- $4,048,951
- Net increase / (decrease)
- -$287,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARIAL FIRM | $148,284 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche, Llp | ACCOUNTANTS | $47,100 | not reported in the loaded dataset | 2023 |
| The Northern Trust | CUSTODIAL | $10,403 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Canada Life Assurance Company
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Geeenwood Village, CO
- Willis Towers Watson Us LLC — Schedule C compensation
- Deloitte & Touche, Llp — Schedule C compensation
- The Northern Trust — Schedule C compensation