Ilendingdirect Retirement Plan — Form 5500 plan (Fleet Financial Inc.)
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, Ilendingdirect Retirement Plan is a benefit plan reported by Fleet Financial Inc. under EIN 20-8891243 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $3,987,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fleet Financial Inc.
- EIN
- 20-8891243
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $3,987,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20241008055827NAL0017193649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,987,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,987,946
- Net assets (BOY)
- $3,609,551
Income & contributions
- Employer contributions
- $272,728
- Participant contributions
- $740,643
- Total contributions
- $1,015,992
- Total income / additions
- $1,643,796
Expenses & distributions
- Benefits paid
- $1,157,966
- Administrative expenses
- $84,334
- Total expenses
- $1,265,401
- Net increase / (decrease)
- $378,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $76,308 | $0 | 2023 |
| Rmb Capital Management, LLC | INVESTMENT/FINANCIAL ADVI | $11,049 | $0 | 2023 |