Huntington Bancshares Retirement Plan — Form 5500 plan (Huntington Bancshares Incorporated)
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, Huntington Bancshares Retirement Plan is a benefit plan reported by Huntington Bancshares Incorporated under EIN 31-0724920 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,978 participants and $733,509,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huntington Bancshares Incorporated
- EIN
- 31-0724920
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 11,978
- End-of-year plan assets
- $733,509,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,978 | H, C | 20241011123756NAL0022749281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $733,509,483
- Total liabilities (EOY)
- $2,150,155
- Net assets (EOY)
- $731,359,328
- Net assets (BOY)
- $713,549,337
Income & contributions
- Total contributions
- $0
- Total income / additions
- $66,406,963
Expenses & distributions
- Benefits paid
- $45,510,439
- Administrative expenses
- $3,086,533
- Total expenses
- $48,596,972
- Net increase / (decrease)
- $17,809,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,158,371 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | FIDUCIARY | $422,985 | $0 | 2023 |
| Mercer Us LLC | NONE | $135,145 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | SUBSIDIARY | $119,612 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $60,801 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $12,066 | $0 | 2023 |
| Prudential Trust Co | NONE | $12,064 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Huntington Bancshares Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mercer Us LLC — Schedule C compensation
- Huntington National Bank — Schedule C compensation
- Northern Trust — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Prudential Trust Co — Schedule C compensation