2023 Form 5500 filing — Cadence Retirement Plan And Trust Agreement
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 20241015101515NAL0029224897001) for Cadence Retirement Plan And Trust Agreement, reported by Cadence Bank under EIN 64-0117230 and plan number 001. It reports 6,630 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)$337.8MReported net assets$337,803,252
Participants6.6K6,630
Provider compensation$679.1K2 Schedule C row(s)$679,066
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015101515NAL0029224897001
- Plan sponsor
- Cadence Bank
- EIN
- 64-0117230
- Plan number
- 001
- Location
- Tupelo, MS
- 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)$337.8M total assets
Net assets$337.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $337,803,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $337,803,252
- Total income / additions
- $33,404,326
- Benefits paid
- $35,910,315
- Administrative expenses
- $1,319,457
- Total expenses
- $37,229,772
- Net increase / (decrease)
- -$3,825,446
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $580,891 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $98,175 | not reported in the loaded dataset |