2023 Form 5500 filing — Unicredit Bank Ag, New York Branch Employees' Deferred 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 20241010095952NAL0009885507001) for Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan, reported by Unicredit Bank Ag, Ny Branch under EIN 13-2774123 and plan number 002. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$191MReported net assets$191,014,910
Participants317
Provider compensation$2.8K3 Schedule C row(s)$2,843
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010095952NAL0009885507001
- Plan sponsor
- Unicredit Bank Ag, Ny Branch
- EIN
- 13-2774123
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$191M total assets
Net assets$191MLiabilities$0
Full reported line items
- Total assets (EOY)
- $191,014,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,014,910
- Employer contributions
- $2,874,687
- Participant contributions
- $1,960,155
- Total income / additions
- $42,884,715
- Benefits paid
- $22,712,899
- Administrative expenses
- $2,842
- Total expenses
- $22,715,741
- Net increase / (decrease)
- $20,168,974
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
Frequently asked questions
- What does EFAST2 acknowledgement 20241010095952NAL0009885507001 cover?
- It is the 2023 Form 5500 filing for Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan, reported by Unicredit Bank Ag, Ny Branch (EIN 13-2774123).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).