Pension Plan For Employees Of The Govt Of Canada Locally Engaged In The Usa-Qualified Pension Plan — Form 5500 plan (Treasury Board Of Canada(Dfait-Les Services Bureau))
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, Pension Plan For Employees Of The Govt Of Canada Locally Engaged In The Usa-Qualified Pension Plan is a benefit plan reported by Treasury Board Of Canada(Dfait-Les Services Bureau) under EIN 98-0177806 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $134,035,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Treasury Board Of Canada(Dfait-Les Services Bureau)
- EIN
- 98-0177806
- Plan number
- 001
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $134,035,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20241218104503NAL0003113665002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,035,056
- Total liabilities (EOY)
- $39,355
- Net assets (EOY)
- $133,995,701
- Net assets (BOY)
- $118,716,531
Income & contributions
- Employer contributions
- $3,920,000
- Participant contributions
- $2,026,716
- Total contributions
- $5,946,716
- Total income / additions
- $20,520,775
Expenses & distributions
- Benefits paid
- $4,793,157
- Administrative expenses
- $448,448
- Total expenses
- $5,241,605
- Net increase / (decrease)
- $15,279,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $357,856 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $80,462 | not reported in the loaded dataset | 2023 |
| Telus Health Us Ltd | NONE | $53,769 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $20,640 | not reported in the loaded dataset | 2023 |