2023 Form 5500 filing — Bank Of The West 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612154453NAL0029557185003) for Bank Of The West 401(K) Savings Plan, reported by Bank Of The West under EIN 94-0475440 and plan number 004. It reports 14,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240612154453NAL0029557185003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of The West
- EIN
- 94-0475440
- Plan number
- 004
- Location
- San Ramon, CA
- Participants
- 14,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Employer contributions
- $30,251,147
- Participant contributions
- $49,686,866
- Total income / additions
- $241,036,493
- Benefits paid
- $115,498,551
- Administrative expenses
- $498,534
- Total expenses
- $116,006,186
- Net increase / (decrease)
- $125,030,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $376,934 | $0 |
| Mercer Investment Management Inc. | NONE | $117,404 | not reported in the loaded dataset |