2023 Form 5500 filing — The Putnam 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 20241011163905NAL0037717712001) for The Putnam Retirement Plan, reported by Putnam Investments, LLC under EIN 26-1080669 and plan number 001. It reports 2,755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163905NAL0037717712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Putnam Investments, LLC
- EIN
- 26-1080669
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 2,755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $996,361,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $996,361,806
- Employer contributions
- $14,046,799
- Participant contributions
- $16,587,959
- Total income / additions
- $199,389,826
- Benefits paid
- $51,948,915
- Administrative expenses
- $18,625
- Total expenses
- $52,084,663
- Net increase / (decrease)
- $147,305,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte & Touche Llp | AUDITOR | $17,883 | not reported in the loaded dataset |
| Charles Schwab Investment Mngmt,Inc | BROKERAGE SERVICES | $392 | $0 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $350 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |