Old National Bank Pooled Employer Plan — Form 5500 plan (Old National Bank)
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, Old National Bank Pooled Employer Plan is a benefit plan reported by Old National Bank under EIN 35-1729164 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,086 participants and $36,641,814 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36.6MPlan net assets, end of year$36,641,814
Participants1.1KCovered participants reported1,086
Assets / participant$33.7KComputed: assets ÷ participants$33,740 (computed)
Provider compensation$187.1K3 Schedule C provider row(s)$187,123
- Plan sponsor
- Old National Bank
- EIN
- 35-1729164
- Plan number
- 003
- Plan type
- 3
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,086 | H, C | 20250514140937NAL0014202755001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$36.6M total assets
Net assets$36.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $36,641,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,641,814
- Net assets (BOY)
- $30,103,797
Income & contributions
- Employer contributions
- $1,011,177
- Participant contributions
- $2,697,683
- Total contributions
- $4,727,862
- Total income / additions
- $10,260,900
Expenses & distributions
- Benefits paid
- $3,538,134
- Administrative expenses
- $170,613
- Total expenses
- $3,722,883
- Net increase / (decrease)
- $6,538,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Bank | TRUSTEE | $162,173 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $14,950 | 2023 |
| Desmond & Ahern, Ltd. | NONE | $10,000 | not reported in the loaded dataset | 2023 |