Retirement Plan For Employees Of Cullen/Frost Bankers, Inc. & Its Affiliates — Form 5500 plan (Cullen/Frost Bankers, 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, Retirement Plan For Employees Of Cullen/Frost Bankers, Inc. & Its Affiliates is a benefit plan reported by Cullen/Frost Bankers, Inc. under EIN 74-1751768 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,444 participants and $174,569,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cullen/Frost Bankers, Inc.
EIN
74-1751768
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
2,444
End-of-year plan assets
$174,569,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,444H, C20241002132806NAL0008824801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,569,120
Total liabilities (EOY)
$107,360
Net assets (EOY)
$174,461,760
Net assets (BOY)
$158,091,432

Income & contributions

Total contributions
$0
Total income / additions
$27,083,645

Expenses & distributions

Benefits paid
$9,679,433
Administrative expenses
$1,033,884
Total expenses
$10,713,317
Net increase / (decrease)
$16,370,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankPLAN SPONSOR$490,833not reported in the loaded dataset2023
Aon ConsultingNONE$264,329not reported in the loaded dataset2023
Ernst & Young LlpNONE$41,000not reported in the loaded dataset2023

Related Form 5500 pages