2023 Form 5500 filing — Pinebridge 401(K) Retirement 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 20241011122021NAL0021834577002) for Pinebridge 401(K) Retirement Savings Plan, reported by Pinebridge Investments Holdings Us LLC under EIN 26-4672666 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122021NAL0021834577002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinebridge Investments Holdings Us LLC
- EIN
- 26-4672666
- Plan number
- 001
- Location
- New York, NY
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,035,369
- Net assets (EOY)
- $121,035,369
- Employer contributions
- $3,039,525
- Participant contributions
- $5,797,824
- Total income / additions
- $27,017,696
- Benefits paid
- $5,293,348
- Administrative expenses
- $111,465
- Total expenses
- $5,405,069
- Net increase / (decrease)
- $21,612,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $107,224 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $4,241 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |