2023 Form 5500 filing — Amerant Bank, N.A. Retirement Benefits 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 20241015123821NAL0028446497001) for Amerant Bank, N.A. Retirement Benefits Plan, reported by Amerant Bank, N.A. under EIN 59-1846933 and plan number 002. It reports 1,028 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)$129.5MReported net assets$129,481,258
Participants1K1,028
Provider compensation$147.2K2 Schedule C row(s)$147,165
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015123821NAL0028446497001
Plan sponsor
Amerant Bank, N.A.
EIN
59-1846933
Plan number
002
Location
Coral Gables, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$129.5M total assets
Net assets$129.5MLiabilities$0
Money in vs. money out
Total income / additions$33.9M
Total expenses$21.9M
Benefits paid / distributions$21.7M
Contributions
Employer$3.6M
Participant$5.9M
Full reported line items
Total assets (EOY)
$129,481,258
Total liabilities (EOY)
$0
Net assets (EOY)
$129,481,258
Employer contributions
$3,577,754
Participant contributions
$5,902,460
Total income / additions
$33,873,436
Benefits paid
$21,734,629
Administrative expenses
$147,165
Total expenses
$21,926,018
Net increase / (decrease)
$11,947,418
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $97.2K · Indirect $0
  2. 2
    ADVISOR · Direct $50K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015123821NAL0028446497001 cover?
It is the 2023 Form 5500 filing for Amerant Bank, N.A. Retirement Benefits Plan, reported by Amerant Bank, N.A. (EIN 59-1846933).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages