Plan5500

First Citizens Bank & Trust Company, Inc. Pension Plan — Form 5500 plan (First-Citizens Bank & Trust Company)

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, First Citizens Bank & Trust Company, Inc. Pension Plan is a benefit plan reported by First-Citizens Bank & Trust Company under EIN 56-0223230 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,500 participants and $231,553,022 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First-Citizens Bank & Trust Company
EIN
56-0223230
Plan number
004
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
1,500
End-of-year plan assets
$231,553,022

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,500H, C20250103120332NAL0006000368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$231,553,022
Total liabilities (EOY)
$0
Net assets (EOY)
$231,553,022
Net assets (BOY)
$201,264,772

Income & contributions

Total contributions
$0
Total income / additions
$38,359,250

Expenses & distributions

Benefits paid
$7,880,201
Administrative expenses
$190,799
Total expenses
$8,071,000
Net increase / (decrease)
$30,288,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$165,494not reported in the loaded dataset2023
Cherry Bekaert LlpNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages