2023 Form 5500 filing — Zions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership 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 20240927115019NAL0002233761001) for Zions Bancorporation, N.A. Payshelter 401k And Employee Stock Ownership Plan, reported by Zions Bancorporation, National Association under EIN 87-0189025 and plan number 006. It reports 14,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927115019NAL0002233761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zions Bancorporation, National Association
- EIN
- 87-0189025
- Plan number
- 006
- Location
- Salt Lake City, UT
- Participants
- 14,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,662,904,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,662,904,822
- Employer contributions
- $61,166,312
- Participant contributions
- $66,358,598
- Total income / additions
- $320,707,455
- Benefits paid
- $135,732,504
- Administrative expenses
- $858,436
- Total expenses
- $136,612,354
- Net increase / (decrease)
- $184,095,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $579,652 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $278,517 | not reported in the loaded dataset |