United California Bank Retirement Plan — Form 5500 plan (Bank Of The West)
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, United California Bank Retirement Plan is a benefit plan reported by Bank Of The West under EIN 94-0475440 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,902 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants7.9KCovered participants reported7,902
Assets / participantNot reported
Provider compensation$323.7K4 Schedule C provider row(s)$323,686
- Plan sponsor
- Bank Of The West
- EIN
- 94-0475440
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,902 | H, C | 20241015110059NAL0057119138005 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Net assets (BOY)
- $346,787,310
Income & contributions
- Total income / additions
- $24,968,719
Expenses & distributions
- Benefits paid
- $26,739,042
- Administrative expenses
- $1,366,031
- Total expenses
- $28,105,073
- Net increase / (decrease)
- -$3,136,354
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Benefits paid ÷ total income107%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $123,750 | $0 | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $102,500 | not reported in the loaded dataset | 2023 |
| Mercer Invesment Management, Inc. | INVESTMENT MANAGER | $57,376 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $40,060 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank Of The West
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer Invesment Management, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation