The Federal Savings Bank Retirement Plan — Form 5500 plan (The Federal Savings 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, The Federal Savings Bank Retirement Plan is a benefit plan reported by The Federal Savings Bank under EIN 43-1883419 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,553 participants and $43,682,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Federal Savings Bank
EIN
43-1883419
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,553
End-of-year plan assets
$43,682,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,553H, C20241008130330NAL0008353555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,682,217
Total liabilities (EOY)
$0
Net assets (EOY)
$43,682,217
Net assets (BOY)
$37,814,930

Income & contributions

Employer contributions
$321,297
Participant contributions
$4,728,136
Total contributions
$5,489,149
Total income / additions
$12,017,651

Expenses & distributions

Benefits paid
$5,686,255
Administrative expenses
$98,374
Total expenses
$6,150,364
Net increase / (decrease)
$5,867,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stadion Money ManagementNONE$89,744not reported in the loaded dataset2023
United Of OmahaINVESTMENT COMPANY$34,330$02023
Mutual Of OmahaINVESTMENT COMPANY$0$02023

Related Form 5500 pages