2023 Form 5500 filing — State Street Retirement 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 20241011122857NAL0021849457001) for State Street Retirement Plan, reported by State Street Corporation under EIN 04-2456637 and plan number 001. It reports 9,659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122857NAL0021849457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Street Corporation
- EIN
- 04-2456637
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 9,659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $889,141,824
- Total liabilities (EOY)
- $2,333,729
- Net assets (EOY)
- $886,808,095
- Total income / additions
- $71,727,031
- Benefits paid
- $32,141,709
- Administrative expenses
- $3,107,426
- Total expenses
- $35,249,135
- Net increase / (decrease)
- $36,477,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | INV. ADVISORY | $1,371,518 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPING | $503,380 | not reported in the loaded dataset |
| Mercer | ACTUARIAL | $182,752 | not reported in the loaded dataset |
| Ernst & Young, Llp | AUDIT | $67,500 | not reported in the loaded dataset |
| Ropes & Gray Llp | LEGAL | $19,203 | not reported in the loaded dataset |
| John Hancock | CONTRACT ADMIN | $16,705 | not reported in the loaded dataset |