2023 Form 5500 filing — Cfg Pension 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 20241011123846NAL0038740688001) for Cfg Pension Plan, reported by Citizens Financial Group, Inc. under EIN 05-0412693 and plan number 001. It reports 11,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123846NAL0038740688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Financial Group, Inc.
- EIN
- 05-0412693
- Plan number
- 001
- Location
- Johnston, RI
- Participants
- 11,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,144,438,285
- Total liabilities (EOY)
- $735,769
- Net assets (EOY)
- $1,143,702,516
- Total income / additions
- $151,386,369
- Benefits paid
- $60,259,910
- Administrative expenses
- $4,276,942
- Total expenses
- $64,536,852
- Net increase / (decrease)
- $86,849,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware Inc | ACTUARY | $1,306,621 | not reported in the loaded dataset |
| Prudential Trust Co. | INVEST. MGMT. | $560,462 | $0 |
| Pacific Investment Mgmt Co. | INVEST. MGMT. | $489,558 | $0 |
| Mercer Investment Consulting LLC | INVEST. ADV. | $221,625 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $168,909 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVEST. MGMT. | $150,272 | $0 |
| Fidelity | INVEST.MGMT | $59,392 | not reported in the loaded dataset |