Regions Financial Corporation Retirement Plan For Associates — Form 5500 plan (Regions Financial 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, Regions Financial Corporation Retirement Plan For Associates is a benefit plan reported by Regions Financial Corporation under EIN 63-0589368 and plan number 013. The latest loaded filing year is 2023. The filing reports 2,887 participants and $716,301,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regions Financial Corporation
- EIN
- 63-0589368
- Plan number
- 013
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 2,887
- End-of-year plan assets
- $716,301,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,887 | H, C | 20250131144846NAL0005207186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $716,301,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $716,301,272
- Net assets (BOY)
- $700,189,014
Income & contributions
- Total contributions
- $0
- Total income / additions
- $54,454,574
Expenses & distributions
- Benefits paid
- $36,895,152
- Administrative expenses
- $1,447,164
- Total expenses
- $38,342,316
- Net increase / (decrease)
- $16,112,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Pennsylvania Inc | ACTUARY | $162,132 | not reported in the loaded dataset | 2023 |
| Callan Associates Inc | CONSULTING | $148,079 | not reported in the loaded dataset | 2023 |
| Mercer Human Resources | ACTUARY | $139,738 | not reported in the loaded dataset | 2023 |
| Cornerstone Investment Partners, Ll | INVESTMENT ADVISOR | $109,737 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | INVESTMENT MANAGER | $104,911 | not reported in the loaded dataset | 2023 |
| Lifeworks | CONSULTING | $97,184 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Manageme | INVESTMENT ADVISOR | $65,264 | not reported in the loaded dataset | 2023 |
| Telus Health | COMMUNICATION | $59,879 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors Lp | INVESTMENT ADVISOR | $44,304 | not reported in the loaded dataset | 2023 |
| Warren Averett | ACCOUNTING | $36,550 | not reported in the loaded dataset | 2023 |
| Ernst & Young | ACCOUNTING | $15,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regions Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Towers Watson Pennsylvania Inc — Schedule C compensation
- Callan Associates Inc — Schedule C compensation
- Mercer Human Resources — Schedule C compensation
- Cornerstone Investment Partners, Ll — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Lifeworks — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Telus Health — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Warren Averett — Schedule C compensation
- Ernst & Young — Schedule C compensation