Plan5500

Cadence Retirement Plan And Trust Agreement — Form 5500 plan (Cadence 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, Cadence Retirement Plan And Trust Agreement is a benefit plan reported by Cadence Bank under EIN 64-0117230 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,630 participants and $337,803,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cadence Bank
EIN
64-0117230
Plan number
001
Plan type
2
Location
Tupelo, MS
Latest filing year
2023
Participants
6,630
End-of-year plan assets
$337,803,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,630H, C20241015101515NAL0029224897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,803,252
Total liabilities (EOY)
$0
Net assets (EOY)
$337,803,252
Net assets (BOY)
$341,628,698

Income & contributions

Total contributions
$0
Total income / additions
$33,404,326

Expenses & distributions

Benefits paid
$35,910,315
Administrative expenses
$1,319,457
Total expenses
$37,229,772
Net increase / (decrease)
-$3,825,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$580,891not reported in the loaded dataset2023
Fid Inv Inst Ops CoNONE$98,175not reported in the loaded dataset2023

Related Form 5500 pages