2023 Form 5500 filing — Scotiabank Pension Plan (United States)
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 20241015133904NAL0016509075001) for Scotiabank Pension Plan (United States), reported by The Bank Of Nova Scotia under EIN 13-4941099 and plan number 001. It reports 677 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)$112.5MReported net assets$112,522,413
Participants677
Provider compensation$682.2K7 Schedule C row(s)$682,213
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015133904NAL0016509075001
- Plan sponsor
- The Bank Of Nova Scotia
- EIN
- 13-4941099
- Plan number
- 001
- Location
- not reported in the loaded dataset
- 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)$112.7M total assets
Net assets$112.5MLiabilities$172.4K
Full reported line items
- Total assets (EOY)
- $112,694,764
- Total liabilities (EOY)
- $172,351
- Net assets (EOY)
- $112,522,413
- Employer contributions
- $0
- Total income / additions
- $14,078,315
- Benefits paid
- $1,623,800
- Administrative expenses
- $747,206
- Total expenses
- $2,371,006
- Net increase / (decrease)
- $11,707,309
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $263,116 | not reported in the loaded dataset |
| Mercer | NONE | $157,450 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $136,505 | $0 |
| Kpmg Llp | NONE | $57,079 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $45,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $12,547 | $0 |
| Cohen & Buckmann Pc | NONE | $10,516 | not reported in the loaded dataset |