Bank Of The West 401(K) Savings Plan — Form 5500 plan (Bank Of The West)
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, Bank Of The West 401(K) Savings Plan is a benefit plan reported by Bank Of The West under EIN 94-0475440 and plan number 004. The latest loaded filing year is 2023. The filing reports 14,210 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of The West
- EIN
- 94-0475440
- Plan number
- 004
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 14,210
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,210 | H, C | 20240612154453NAL0029557185003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Net assets (BOY)
- $1,345,540,265
Income & contributions
- Employer contributions
- $30,251,147
- Participant contributions
- $49,686,866
- Total contributions
- $87,791,599
- Total income / additions
- $241,036,493
Expenses & distributions
- Benefits paid
- $115,498,551
- Administrative expenses
- $498,534
- Total expenses
- $116,006,186
- Net increase / (decrease)
- $125,030,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $376,934 | $0 | 2023 |
| Mercer Investment Management Inc. | NONE | $117,404 | not reported in the loaded dataset | 2023 |