Associated Banc-Corp Retirement Account Plan — Form 5500 plan (Associated Banc-Corp)
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, Associated Banc-Corp Retirement Account Plan is a benefit plan reported by Associated Banc-Corp under EIN 39-1098068 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,038 participants and $453,504,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Banc-Corp
- EIN
- 39-1098068
- Plan number
- 001
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 6,038
- End-of-year plan assets
- $453,504,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,038 | H, C | 20240722085854NAL0015991568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $453,504,082
- Total liabilities (EOY)
- $166,859
- Net assets (EOY)
- $453,337,223
- Net assets (BOY)
- $411,198,357
Income & contributions
- Total income / additions
- $58,194,111
Expenses & distributions
- Benefits paid
- $14,512,172
- Administrative expenses
- $1,543,073
- Total expenses
- $16,055,245
- Net increase / (decrease)
- $42,138,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | TRUSTEE | $641,364 | $0 | 2023 |
| Hewitt Associates | NONE | $239,070 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | NONE | $37,354 | not reported in the loaded dataset | 2023 |
| Mail Haus | NONE | $2,421 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Banc-Corp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Associated Trust Company, N.A. — Schedule C compensation
- Hewitt Associates — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Mail Haus — Schedule C compensation