Mufg Bank, Ltd. Retirement Plan — Form 5500 plan (Mufg Bank, Ltd.)
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, Mufg Bank, Ltd. Retirement Plan is a benefit plan reported by Mufg Bank, Ltd. under EIN 13-5611741 and plan number 016. The latest loaded filing year is 2023. The filing reports 23,139 participants and $1,136,799,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mufg Bank, Ltd.
- EIN
- 13-5611741
- Plan number
- 016
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 23,139
- End-of-year plan assets
- $1,136,799,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,139 | H, C | 20241015184839NAL0015275555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,136,799,539
- Total liabilities (EOY)
- $126,535,414
- Net assets (EOY)
- $1,010,264,125
- Net assets (BOY)
- $3,346,382,568
Income & contributions
- Total contributions
- $0
- Total income / additions
- $86,643,997
Expenses & distributions
- Benefits paid
- $2,413,740,960
- Administrative expenses
- $9,021,480
- Total expenses
- $2,422,762,440
- Net increase / (decrease)
- -$2,336,118,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rreef America Ii Lp | NONE | $1,273,897 | not reported in the loaded dataset | 2023 |
| Hancock Mezzanine Partner Lp | NONE | $1,009,452 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $1,007,284 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $886,500 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company | NONE | $807,528 | not reported in the loaded dataset | 2023 |
| Pgim, Inc | NONE | $552,427 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc | NONE | $279,621 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group (Us) Inc | NONE | $259,058 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $214,000 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $88,009 | not reported in the loaded dataset | 2023 |
| Callan | NONE | $83,967 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $76,540 | not reported in the loaded dataset | 2023 |
| Pillsbury Winthrop Shaw Pittman Llp | NONE | $74,050 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co | NONE | $41,312 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associate | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Securities Inc, New York | NONE | $21,290 | not reported in the loaded dataset | 2023 |
| Ubs Securities LLC, Stamford | NONE | $18,977 | not reported in the loaded dataset | 2023 |
| Citigroup Gbl Mkts Inc, New York | NONE | $18,494 | not reported in the loaded dataset | 2023 |
| Baird, Robert W & Co Inc, Milwaukee | NONE | $14,818 | not reported in the loaded dataset | 2023 |
| Goldman Sachs & Co, Ny | NONE | $8,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mufg Bank, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Rreef America Ii Lp — Schedule C compensation
- Hancock Mezzanine Partner Lp — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Tcw Asset Management Company — Schedule C compensation
- Pgim, Inc — Schedule C compensation
- Gallagher Benefit Services, Inc — Schedule C compensation
- Mondrian Investment Group (Us) Inc — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Callan — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Pillsbury Winthrop Shaw Pittman Llp — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Parametric Portfolio Associate — Schedule C compensation
- Jpmorgan Securities Inc, New York — Schedule C compensation
- Ubs Securities LLC, Stamford — Schedule C compensation
- Citigroup Gbl Mkts Inc, New York — Schedule C compensation
- Baird, Robert W & Co Inc, Milwaukee — Schedule C compensation
- Goldman Sachs & Co, Ny — Schedule C compensation