2023 Form 5500 filing — Bank Of Ireland Group U.S. 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 20241014124706NAL0013300371001) for Bank Of Ireland Group U.S. Retirement Plan, reported by Governor And Company Of The Bank Of Ireland under EIN 13-2687269 and plan number 003. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$24MReported net assets$24,040,712
Participants576
Provider compensation$116.4K2 Schedule C row(s)$116,384
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014124706NAL0013300371001
- Plan sponsor
- Governor And Company Of The Bank Of Ireland
- EIN
- 13-2687269
- Plan number
- 003
- Location
- Stamford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,040,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,040,712
- Total income / additions
- $1,341,412
- Benefits paid
- $1,991,400
- Administrative expenses
- $153,293
- Total expenses
- $2,144,693
- Net increase / (decrease)
- -$803,281
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,709 | $0 |
| Cetera Advisors LLC | OTHER SERVICES | $0 | $18,675 |