Scotiabank Pension Plan (United States) — Form 5500 plan (The Bank Of Nova Scotia)
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, Scotiabank Pension Plan (United States) is a benefit plan reported by The Bank Of Nova Scotia under EIN 13-4941099 and plan number 001. The latest loaded filing year is 2023. The filing reports 677 participants and $112,694,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bank Of Nova Scotia
- EIN
- 13-4941099
- Plan number
- 001
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
- Participants
- 677
- End-of-year plan assets
- $112,694,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 677 | H, C | 20241015133904NAL0016509075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,694,764
- Total liabilities (EOY)
- $172,351
- Net assets (EOY)
- $112,522,413
- Net assets (BOY)
- $100,815,104
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,078,315
Expenses & distributions
- Benefits paid
- $1,623,800
- Administrative expenses
- $747,206
- Total expenses
- $2,371,006
- Net increase / (decrease)
- $11,707,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $263,116 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $157,450 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $136,505 | $0 | 2023 |
| Kpmg Llp | NONE | $57,079 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $12,547 | $0 | 2023 |
| Cohen & Buckmann Pc | NONE | $10,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bank Of Nova Scotia
- 2023 Form 5500 filing
- Aon Consulting — Schedule C compensation
- Mercer — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Cohen & Buckmann Pc — Schedule C compensation