Plan5500

2023 Form 5500 filing — State Street Salary Savings Program

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 20241011121208NAL0036872704001) for State Street Salary Savings Program, reported by State Street Corporation under EIN 04-2456637 and plan number 002. It reports 22,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011121208NAL0036872704001
Filing year
2023
Form type
2
Plan sponsor
State Street Corporation
EIN
04-2456637
Plan number
002
Location
Boston, MA
Participants
22,027
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,728,363,515
Total liabilities (EOY)
$581,126
Net assets (EOY)
$5,727,782,389
Employer contributions
$96,166,666
Participant contributions
$162,859,870
Total income / additions
$1,246,253,015
Benefits paid
$338,504,652
Administrative expenses
$2,287,994
Total expenses
$340,792,646
Net increase / (decrease)
$905,460,369
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
State Street Global AdvisorsINVESTMENT MANAGEMENT$1,231,580not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$625,059not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$312,572$0
Newport Trust CompanyOTHER SERVICES$93,750not reported in the loaded dataset
Ernst & Young Us LlpACCOUNTANT/AUDITOR$67,500not reported in the loaded dataset
Ropes And Gray LlpATTORNEY/LEGAL$28,474not reported in the loaded dataset
Willis Towers Watson Us LLCCONSULTANT$7,012not reported in the loaded dataset

Related Form 5500 pages