2023 Form 5500 filing — Pentegra Defined Contribution Plan For Financial Institutions
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 20250430101022NAL0001083507001) for Pentegra Defined Contribution Plan For Financial Institutions, reported by Board Of Directors Of Pentegra Defined Contribution Plan under EIN 13-6321489 and plan number 333. It reports 26,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430101022NAL0001083507001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Directors Of Pentegra Defined Contribution Plan
- EIN
- 13-6321489
- Plan number
- 333
- Location
- White Plains, NY
- Participants
- 26,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,197,659,659
- Total liabilities (EOY)
- $1,033,763
- Net assets (EOY)
- $2,196,625,896
- Employer contributions
- $38,738,041
- Participant contributions
- $71,123,225
- Total income / additions
- $499,005,108
- Benefits paid
- $209,074,855
- Administrative expenses
- $17,505,240
- Total expenses
- $226,801,389
- Net increase / (decrease)
- $272,203,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Retirement Services | CONTRACT ADMIN | $8,121,816 | not reported in the loaded dataset |
| Reliance Trust Company | TRUSTEE | $529,321 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MGMT | $453,573 | $18,756 |
| Pentegra Services, Inc. | LEGAL | $250,000 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISORY(PLAN | $61,498 | not reported in the loaded dataset |
| Clifton Larson Allen | ACCOUNTING | $46,200 | not reported in the loaded dataset |
| Patterson, Bellnap, Webb & Taylor | LEGAL | $21,991 | not reported in the loaded dataset |
| Grove Point Advisors | INVESTMENT ADVISORY-PLAN | $16,218 | not reported in the loaded dataset |
| Cambridge Investment Research | INVESTMENT ADVISORY-PLAN | $12,393 | not reported in the loaded dataset |
| Cuso Financial Services | INVESTMENT ADVISORY-PLAN | $11,440 | not reported in the loaded dataset |
| Mcconnell Valdes LLC | LEGAL | $8,818 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE ACCOUNT | $0 | $2,378 |