Barclays Pension Plan — Form 5500 plan (Barclays Services Corporation)
Plain-English plan 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, Barclays Pension Plan is a benefit plan reported by Barclays Services Corporation under EIN 13-3714398 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,110 participants and $536,023,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barclays Services Corporation
- EIN
- 13-3714398
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,110
- End-of-year plan assets
- $536,023,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,110 | H, C | 20241001155511NAL0014584546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $536,023,896
- Total liabilities (EOY)
- $181,743
- Net assets (EOY)
- $535,842,153
- Net assets (BOY)
- $519,848,429
Income & contributions
- Total contributions
- $0
- Total income / additions
- $46,701,003
Expenses & distributions
- Benefits paid
- $29,330,678
- Administrative expenses
- $1,376,601
- Total expenses
- $30,707,279
- Net increase / (decrease)
- $15,993,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $467,092 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Investment Ser | NONE | $229,900 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $145,827 | $0 | 2023 |
| Kpmg | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Co | CUSTODIAN | $69,318 | $0 | 2023 |
| Orick, Herrington, & Sutcliffe Llp | NONE | $30,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barclays Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Willis Towers Watson Us LLC — Schedule C compensation
- Willis Towers Watson Investment Ser — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Kpmg — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- Orick, Herrington, & Sutcliffe Llp — Schedule C compensation