The Bank Of America Transferred Savings Account Plan — Form 5500 plan (Bank Of America Corporation)

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 Bank Of America Transferred Savings Account Plan is a benefit plan reported by Bank Of America Corporation under EIN 56-0906609 and plan number 007. The latest loaded filing year is 2023. The filing reports 10,258 participants and $1,070,736,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bank Of America Corporation
EIN
56-0906609
Plan number
007
Plan type
2
Location
Riverside, RI
Latest filing year
2023
Participants
10,258
End-of-year plan assets
$1,070,736,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,258H, C20240812112033NAL0005127363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,070,736,111
Total liabilities (EOY)
$0
Net assets (EOY)
$1,070,736,111
Net assets (BOY)
$1,006,837,781

Income & contributions

Total contributions
$0
Total income / additions
$172,054,737

Expenses & distributions

Benefits paid
$108,249,916
Administrative expenses
$0
Total expenses
$108,249,916
Net increase / (decrease)
$63,804,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. Ops. Co.NONE$0$02023

Related Form 5500 pages