2023 Form 5500 filing — Citi 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 20241011143252NAL0022936913001) for Citi Retirement Savings Plan, reported by Citigroup Inc. under EIN 52-1568099 and plan number 004. It reports 126,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143252NAL0022936913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citigroup Inc.
- EIN
- 52-1568099
- Plan number
- 004
- Location
- Stamford, CT
- Participants
- 126,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,653,030,659
- Total liabilities (EOY)
- $24,985,050
- Net assets (EOY)
- $20,628,045,609
- Employer contributions
- $541,368,158
- Participant contributions
- $856,989,258
- Total income / additions
- $4,497,046,214
- Benefits paid
- $1,268,245,911
- Administrative expenses
- $16,029,543
- Total expenses
- $1,284,735,848
- Net increase / (decrease)
- $3,212,310,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $4,578,742 | $0 |
| Blackrock Institutional Trust Co,Na | NONE | $3,186,590 | $0 |
| Bank Of New York Mellon | TRUSTEE | $961,635 | $0 |
| Mfs Institutional Advisors | NONE | $815,452 | $0 |
| T Rowe Price Associates, Inc. | NONE | $757,553 | not reported in the loaded dataset |
| Wcm Investment Management, LLC | NONE | $734,325 | $0 |
| Lazard Asset Management LLC | NONE | $664,905 | $0 |
| Tt International | NONE | $481,878 | not reported in the loaded dataset |
| Insight Investments | NONE | $470,784 | not reported in the loaded dataset |
| William Blair Investment Mgmt, LLC | NONE | $445,544 | $0 |
| Principal Small Cap Select | NONE | $415,030 | $0 |
| Strategic Global Advisors | NONE | $407,105 | not reported in the loaded dataset |
| Boston Partners | NONE | $352,873 | $0 |
| Wellington Trust Company, N.A | NONE | $0 | $302,871 |
| Kpmg | NONE | $297,971 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $293,602 | not reported in the loaded dataset |
| Heitman LLC | NONE | $272,103 | $0 |
| Willis Towers Watson | NONE | $209,494 | not reported in the loaded dataset |
| Callan Holdings' Inc. | NONE | $139,663 | not reported in the loaded dataset |
| Bsr | NONE | $77,671 | not reported in the loaded dataset |
| Pwc | NONE | $62,349 | not reported in the loaded dataset |
| Fiduciary Counselors | NONE | $60,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $27,643 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $24,940 | not reported in the loaded dataset |
| Mercer | NONE | $24,940 | not reported in the loaded dataset |
| Morgan, Lewis And Bockius Llp | NONE | $9,934 | not reported in the loaded dataset |