2023 Form 5500 filing — Mufg Bank, Ltd. 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 20241015184839NAL0015275555001) for Mufg Bank, Ltd. Retirement Plan, reported by Mufg Bank, Ltd. under EIN 13-5611741 and plan number 016. It reports 23,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184839NAL0015275555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mufg Bank, Ltd.
- EIN
- 13-5611741
- Plan number
- 016
- Location
- New York, NY
- Participants
- 23,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,136,799,539
- Total liabilities (EOY)
- $126,535,414
- Net assets (EOY)
- $1,010,264,125
- Total income / additions
- $86,643,997
- Benefits paid
- $2,413,740,960
- Administrative expenses
- $9,021,480
- Total expenses
- $2,422,762,440
- Net increase / (decrease)
- -$2,336,118,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rreef America Ii Lp | NONE | $1,273,897 | not reported in the loaded dataset |
| Hancock Mezzanine Partner Lp | NONE | $1,009,452 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $1,007,284 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $886,500 | not reported in the loaded dataset |
| Tcw Asset Management Company | NONE | $807,528 | not reported in the loaded dataset |
| Pgim, Inc | NONE | $552,427 | not reported in the loaded dataset |
| Gallagher Benefit Services, Inc | NONE | $279,621 | not reported in the loaded dataset |
| Mondrian Investment Group (Us) Inc | NONE | $259,058 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $214,000 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $88,009 | not reported in the loaded dataset |
| Callan | NONE | $83,967 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $76,540 | not reported in the loaded dataset |
| Pillsbury Winthrop Shaw Pittman Llp | NONE | $74,050 | not reported in the loaded dataset |
| Prudential Trust Co | NONE | $41,312 | not reported in the loaded dataset |
| Parametric Portfolio Associate | NONE | $37,500 | not reported in the loaded dataset |
| Jpmorgan Securities Inc, New York | NONE | $21,290 | not reported in the loaded dataset |
| Ubs Securities LLC, Stamford | NONE | $18,977 | not reported in the loaded dataset |
| Citigroup Gbl Mkts Inc, New York | NONE | $18,494 | not reported in the loaded dataset |
| Baird, Robert W & Co Inc, Milwaukee | NONE | $14,818 | not reported in the loaded dataset |
| Goldman Sachs & Co, Ny | NONE | $8,101 | not reported in the loaded dataset |