The 401(K) Stock Purchase Plan For Employees Of Cullen/Frost Bankers, Inc. And 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, The 401(K) Stock Purchase Plan For Employees Of Cullen/Frost Bankers, Inc. And Its Affiliates is a benefit plan reported by Cullen/Frost Bankers, Inc. under EIN 74-1751768 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,190 participants and $1,039,296,960 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
003
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
6,190
End-of-year plan assets
$1,039,296,960

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,190H, C20240719114956NAL0006782929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,039,296,960
Total liabilities (EOY)
$0
Net assets (EOY)
$1,039,296,960
Net assets (BOY)
$983,905,148

Income & contributions

Employer contributions
$31,905,433
Participant contributions
$37,218,360
Total contributions
$76,806,528
Total income / additions
$132,519,342

Expenses & distributions

Benefits paid
$76,821,681
Administrative expenses
$299,948
Total expenses
$77,127,530
Net increase / (decrease)
$55,391,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$266,084$02023
Strategic Advisors, Inc.ADVISOR$33,805not reported in the loaded dataset2023

Related Form 5500 pages