Citizens Bank Group, Inc. Retirement Savings Plan — Form 5500 plan (Citizens Bank Group Inc.)

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, Citizens Bank Group, Inc. Retirement Savings Plan is a benefit plan reported by Citizens Bank Group Inc. under EIN 41-1704160 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $8,759,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citizens Bank Group Inc.
EIN
41-1704160
Plan number
001
Plan type
2
Location
St. James, MN
Latest filing year
2023
Participants
151
End-of-year plan assets
$8,759,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240726100606NAL0010086403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,759,255
Total liabilities (EOY)
$0
Net assets (EOY)
$8,759,255
Net assets (BOY)
$7,141,423

Income & contributions

Employer contributions
$274,083
Participant contributions
$557,889
Total contributions
$831,972
Total income / additions
$1,992,566

Expenses & distributions

Benefits paid
$335,103
Administrative expenses
$39,631
Total expenses
$374,734
Net increase / (decrease)
$1,617,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$19,763$02023
Securian Financial ServicesRETAINED BY EMPLOYER$19,294$02023

Related Form 5500 pages