Plan5500

Unicredit Bank Ag, New York Branch — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Unicredit Bank Ag, New York Branch (EIN 13-2774123) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2774123
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Unicredit Bank Ag, New York Branch

  • 2 loaded plans hold $191M in reported assets.
  • The largest, Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 497 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$191MSummed across loaded plans$191,014,910
Total reported assets$191M$191,014,910
Total reported participants497
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$191M total assets
Net assets$191MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$2M
Total income / additions$42.9M
Expenses & distributions
Benefits paid / distributions$22.7M
Total expenses$22.7M
Net increase / (decrease)$20.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan
Participants per plan249Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan$191M
    Plan #002 · 317 participants · 2023
  2. 2
    Unicredit Bank Ag, New York Branch Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 180 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Unicredit Bank Ag, New York Branch. Open one for its full reported snapshot.

  1. 2023
    Unicredit Bank Ag, New York Branch Wrap Benefit Plan180 participants · 2No schedules
    View filing →
  2. 2023
    Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan317 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Unicredit Bank Ag, New York Branch report on Form 5500?
Unicredit Bank Ag, New York Branch (EIN 13-2774123) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Unicredit Bank Ag, New York Branch?
The Employer Identification Number (EIN) reported for Unicredit Bank Ag, New York Branch is 13-2774123.
What is the latest Form 5500 filing year for Unicredit Bank Ag, New York Branch?
The latest loaded Form 5500 filing year for Unicredit Bank Ag, New York Branch is 2023.

Related Form 5500 pages