Pinebridge 401(K) Retirement Savings Plan — Form 5500 plan (Pinebridge Investments Holdings Us LLC)
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, Pinebridge 401(K) Retirement Savings Plan is a benefit plan reported by Pinebridge Investments Holdings Us LLC under EIN 26-4672666 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $121,035,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinebridge Investments Holdings Us LLC
- EIN
- 26-4672666
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $121,035,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20241011122021NAL0021834577002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,035,369
- Net assets (EOY)
- $121,035,369
- Net assets (BOY)
- $99,422,742
Income & contributions
- Employer contributions
- $3,039,525
- Participant contributions
- $5,797,824
- Total contributions
- $9,036,389
- Total income / additions
- $27,017,696
Expenses & distributions
- Benefits paid
- $5,293,348
- Administrative expenses
- $111,465
- Total expenses
- $5,405,069
- Net increase / (decrease)
- $21,612,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $107,224 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $4,241 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinebridge Investments Holdings Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Global Banking — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation