Plan5500

Standard Chartered Bank Retirement Account Plan — Form 5500 plan (Standard Chartered Bank)

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, Standard Chartered Bank Retirement Account Plan is a benefit plan reported by Standard Chartered Bank under EIN 94-1595409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,460 participants and $170,560,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standard Chartered Bank
EIN
94-1595409
Plan number
001
Plan type
2
Location
Newark, NJ
Latest filing year
2023
Participants
1,460
End-of-year plan assets
$170,560,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,460H, C20241014071335NAL0025648161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,560,314
Total liabilities (EOY)
$142,546
Net assets (EOY)
$170,417,768
Net assets (BOY)
$157,597,965

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$19,728,753

Expenses & distributions

Benefits paid
$6,271,596
Administrative expenses
$637,354
Total expenses
$6,908,950
Net increase / (decrease)
$12,819,803

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$215,700$02023
The Vanguard Group, Inc.RETAINED BY EMPLOYER$161,768not reported in the loaded dataset2023
Mazars UsaRETAINED BY EMPLOYER$41,600not reported in the loaded dataset2023
Deloitte & Touche LlpRETAINED BY EMPLOYER$21,754not reported in the loaded dataset2023

Related Form 5500 pages