Pentegra Defined Contribution Plan For Financial Institutions — Form 5500 plan (Board Of Directors Of Pentegra Defined Contribution Plan)
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, Pentegra Defined Contribution Plan For Financial Institutions is a benefit plan reported by Board Of Directors Of Pentegra Defined Contribution Plan under EIN 13-6321489 and plan number 333. The latest loaded filing year is 2023. The filing reports 26,549 participants and $2,197,659,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Directors Of Pentegra Defined Contribution Plan
- EIN
- 13-6321489
- Plan number
- 333
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 26,549
- End-of-year plan assets
- $2,197,659,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,549 | H, C | 20250430101022NAL0001083507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,197,659,659
- Total liabilities (EOY)
- $1,033,763
- Net assets (EOY)
- $2,196,625,896
- Net assets (BOY)
- $2,111,075,224
Income & contributions
- Employer contributions
- $38,738,041
- Participant contributions
- $71,123,225
- Total contributions
- $123,540,246
- Total income / additions
- $499,005,108
Expenses & distributions
- Benefits paid
- $209,074,855
- Administrative expenses
- $17,505,240
- Total expenses
- $226,801,389
- Net increase / (decrease)
- $272,203,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Retirement Services | CONTRACT ADMIN | $8,121,816 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | TRUSTEE | $529,321 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MGMT | $453,573 | $18,756 | 2023 |
| Pentegra Services, Inc. | LEGAL | $250,000 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY(PLAN | $61,498 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | ACCOUNTING | $46,200 | not reported in the loaded dataset | 2023 |
| Patterson, Bellnap, Webb & Taylor | LEGAL | $21,991 | not reported in the loaded dataset | 2023 |
| Grove Point Advisors | INVESTMENT ADVISORY-PLAN | $16,218 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | INVESTMENT ADVISORY-PLAN | $12,393 | not reported in the loaded dataset | 2023 |
| Cuso Financial Services | INVESTMENT ADVISORY-PLAN | $11,440 | not reported in the loaded dataset | 2023 |
| Mcconnell Valdes LLC | LEGAL | $8,818 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE ACCOUNT | $0 | $2,378 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Directors Of Pentegra Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Pentegra Retirement Services — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- Patterson, Bellnap, Webb & Taylor — Schedule C compensation
- Grove Point Advisors — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Cuso Financial Services — Schedule C compensation
- Mcconnell Valdes LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation