2023 Form 5500 filing — United California Bank 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 20241015110059NAL0057119138005) for United California Bank Retirement Plan, reported by Bank Of The West under EIN 94-0475440 and plan number 003. It reports 7,902 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)Not reported
Participants7.9K7,902
Provider compensation$323.7K4 Schedule C row(s)$323,686
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015110059NAL0057119138005
- Plan sponsor
- Bank Of The West
- EIN
- 94-0475440
- Plan number
- 003
- Location
- Chicago, IL
- 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.
Full reported line items
- Total income / additions
- $24,968,719
- Benefits paid
- $26,739,042
- Administrative expenses
- $1,366,031
- Total expenses
- $28,105,073
- Net increase / (decrease)
- -$3,136,354
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $123,750 | $0 |
| Willis Towers Watson Us LLC | CONSULTANT | $102,500 | not reported in the loaded dataset |
| Mercer Invesment Management, Inc. | INVESTMENT MANAGER | $57,376 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $40,060 | not reported in the loaded dataset |