2023 Form 5500 filing — Comerica Incorporated Retirement Income Account 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 20241205121355NAL0010310210001) for Comerica Incorporated Retirement Income Account Plan, reported by Comerica Incorporated under EIN 38-1998421 and plan number 001. It reports 14,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205121355NAL0010310210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Comerica Incorporated
- EIN
- 38-1998421
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 14,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,687,121,848
- Total liabilities (EOY)
- $863,443
- Net assets (EOY)
- $2,686,258,405
- Total income / additions
- $345,220,276
- Benefits paid
- $167,192,717
- Administrative expenses
- $6,163,366
- Total expenses
- $173,356,083
- Net increase / (decrease)
- $171,864,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,641,626 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $1,042,845 | $0 |
| Nisa Investment Advisors LLC | NONE | $918,540 | not reported in the loaded dataset |
| Legal & General Invest Mgmt America | NONE | $345,379 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $285,770 | $0 |
| Blackrock Inst Trust Company, N.A. | NONE | $242,540 | $0 |
| Towers Watson Inv Services Inc | NONE | $195,000 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $83,270 | not reported in the loaded dataset |
| Creative Planning | NONE | $60,000 | not reported in the loaded dataset |